AdvisorOS Directory
Claim Profile
Unclaimed Profile
MB

Mary Quinn Bonfini

STEVEN G. BLUM AND ASSOCIATES, LLC·SWARTHMORE, Pennsylvania
Clean recordSTEVEN G. BLUM AND ASSOCIATES, LLC
801 YALE AVENUE, SWARTHMORE, PA 19081CRD# 4770170Firm CRD# 130807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Quinn Bonfini · SWARTHMORE, PA
Registration
CRD #4770170 · STEVEN G. BLUM AND ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary Quinn Bonfini is a registered financial advisor based in SWARTHMORE, Pennsylvania, affiliated with STEVEN G. BLUM AND ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Mary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mary is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
STEVEN G. BLUM AND ASSOCIATES, LLC
STEVEN G. BLUM AND ASSOCIATES, LLC
AUM
$137M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STEVEN G. BLUM AND ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4770170
Firm CRD# 130807
View on FINRA BrokerCheck →

Looking for a financial advisor in SWARTHMORE?

Browse all registered financial advisors in SWARTHMORE, Pennsylvania or claim this profile if it's yours.

Browse SWARTHMORE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mary Quinn Bonfini offer?
Mary Quinn Bonfini specializes in Financial Planning, Investment Management. Contact their office in SWARTHMORE, Pennsylvania for a consultation.
What are Mary Quinn Bonfini's credentials?
Mary Quinn Bonfini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Quinn Bonfini located?
Mary Quinn Bonfini is based in SWARTHMORE, Pennsylvania, working with STEVEN G. BLUM AND ASSOCIATES, LLC. Their office serves clients in the SWARTHMORE metropolitan area and surrounding communities.
How does Mary Quinn Bonfini charge for services?
Mary Quinn Bonfini's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEVEN G. BLUM AND ASSOCIATES, LLC?
STEVEN G. BLUM AND ASSOCIATES, LLC has approximately 3 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STEVEN G. BLUM AND ASSOCIATES, LLC

Steven G. Blum
SWARTHMORE, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile