STEVEN G. BLUM AND ASSOCIATES, LLC

SWARTHMORE, Pennsylvania·2 registered advisors·CRD# 130807
SEC# 801-1228600610-328-7725
01

Firm Overview

AUM
$137M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STEVEN G. BLUM AND ASSOCIATES, LLC

2 registered advisors
Mary Quinn Bonfini
SWARTHMORE, Pennsylvania
Steven G. Blum
SWARTHMORE, Pennsylvania
05

Office Locations

SWARTHMORE, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. STEVEN G. BLUM AND ASSOCIATES, LLC (CRD# 130807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.