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Mary Quinn Bonfini

STEVEN G. BLUM AND ASSOCIATES, LLC·SWARTHMORE, Pennsylvania
Clean record15 years registeredSTEVEN 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 · 15 years registered
Brand Profile
Not yet started
01

Career History

STEVEN G. BLUM AND ASSOCIATES, LLC
Jan 2011 – present
THREE PILLARS WEALTH MANAGEMENT, LLC
Nov 2011 – Dec 2013
SWARTHMORE, PA
02

Registrations & Exams

Registration record
First registered · January 3, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEVEN G. BLUM AND ASSOCIATES, LLC
CRD 130807 · SEC 801-122860
AUM
$137M
Regulatory assets under management
Employees
3
325 client accounts
Services offered by STEVEN G. BLUM AND ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STEVEN G. BLUM AND ASSOCIATES, LLC →
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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.
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Other Advisors at STEVEN G. BLUM AND ASSOCIATES, LLC

Steven G. Blum
SWARTHMORE, PA

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