STEVEN G. BLUM AND ASSOCIATES, LLC
Total AUM
$180.2M
Employees
3Clients
70Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
801 YALE AVENUE
SWARTHMORE
PA 19081
United States
SWARTHMORE
PA 19081
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
610-328-7725
Financials
Total AUM
$180.2M
Accounts
401Discretionary
$74.3M
Accounts
158Non-Discretionary
$106M
Accounts
243
Clients
Individual Clients
19AUM
$7.4M
HNW Individual Clients
51AUM
$172.9M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMANYPA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.