Marshall Blume, financial advisor Philadelphia PA
87 score

Marshall Blume

CRD Number: 1392857
Current Firm: Prudent Management Associates

Marshall Blume (CRD# 1392857) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Prudent Brokerage Associates Philadelphia, PA Jun 1983 - Current 33
Prudent Management Associates Philadelphia, PA Jun 1983 - Current 33
Marshall E Blume & Associates Inc. Villanova, PA Jun 1983 - Current 33
Prudent Management Associates Philadelphia, PA Apr 1982 - Current 34
The Wharton School, University Of Pa Philadelphia, PA Sep 1978 - Current 38
University Of Penna,the Wharton School Philadelphia, PA Jul 1970 - Current 46

Marshall Blume has no recent exams reported.
Contact Info for Marshall E. Blume
Phone Number: 215-994-1062
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    953
    MILLIONS
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $1,585,360
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, CA, CO, CT, DC, FL, MD, NJ, NM, NY, PA

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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