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Steven G. Blum

STEVEN G. BLUM AND ASSOCIATES, LLC·SWARTHMORE, Pennsylvania
Unclaimed Profile
801 YALE AVENUE, SWARTHMORE, PA 19081CRD# 4572091Firm CRD# 130807
01

About

Steven G. Blum 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
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# 4572091
Firm CRD# 130807
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven G. Blum offer?
Steven G. Blum specializes in Financial Planning, Investment Management. Contact their office in SWARTHMORE, Pennsylvania for a consultation.
What are Steven G. Blum's credentials?
Steven G. Blum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven G. Blum located?
Steven G. Blum 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 Steven G. Blum charge for services?
Steven G. Blum'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 in SWARTHMORE
Mary Quinn Bonfini — STEVEN G. BLUM AND ASSOCIATES, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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