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Jenifer S Blum

BLUM FINANCIAL, LP·RICHARDSON, Texas
Unclaimed Profile
2929 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 6160790Firm CRD# 149134
01

About

Jenifer S Blum is a registered financial advisor based in RICHARDSON, Texas, affiliated with BLUM FINANCIAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUM FINANCIAL, LP
STRATEGIC WEALTH PLANNING
AUM
$164M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BLUM FINANCIAL, LP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6160790
Firm CRD# 149134
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jenifer S Blum offer?
Jenifer S Blum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHARDSON, Texas for a consultation.
What are Jenifer S Blum's credentials?
Jenifer S Blum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jenifer S Blum located?
Jenifer S Blum is based in RICHARDSON, Texas, working with BLUM FINANCIAL, LP. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.
How does Jenifer S Blum charge for services?
Jenifer S Blum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUM FINANCIAL, LP?
BLUM FINANCIAL, LP has approximately 7 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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