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Building 2STEVEN G. BLUM AND ASSOCIATES, LLC

Map pinSWARTHMORE, PA
Phone610-328-7725
NotebookSEC #801-122860
Total AUM
$180.2M
Employees
3
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 YALE AVENUE
SWARTHMORE
PA 19081
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
610-328-7725

ReceiptFinancials

Total AUM
$180.2M
Accounts
401
Discretionary
$74.3M
Accounts
158
Non-Discretionary
$106M
Accounts
243

ContactClients

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Individual Clients
19
AUM
$7.4M
HNW Individual Clients
51
AUM
$172.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANYPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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