BLUM FINANCIAL, LP

STRATEGIC WEALTH PLANNING
RICHARDSON, Texas·1 registered advisor·CRD# 149134
SEC# 801-698520214-727-6000
01

Firm Overview

AUM
$164M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BLUM FINANCIAL, LP

1 registered advisor
Stephen Jacob Blum
RICHARDSON, Texas
CFPChFC
05

Office Locations

RICHARDSON, Texas
1 advisor

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Data sourced from SEC Form ADV filings. BLUM FINANCIAL, LP (CRD# 149134) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.