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Building 2BLUME CAPITAL MANAGEMENT, INC.

Map pinBERKELEY, CA
Phone510-549-3534
NotebookSEC #801-55922
Total AUM
$856.6M
Employees
7
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1708 SHATTUCK AVE.
BERKELEY
CA 94709
United States
Operating Hours
7:30 AM - 4:00 PM
Monday - Friday
Phone
510-549-3534
Other Offices
2

ReceiptFinancials

Total AUM
$856.6M
Accounts
903
Discretionary
$856.6M
Accounts
903
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$21.5M
HNW Individual Clients
175
AUM
$834.5M
Pension/Profit Sharing Plan Clients
1
AUM
$696.4K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANYORTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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