Mary Bonfini (CRD# 4770170) is an Investment Advisor Representative working at Steven G. Blum And Associates, LLC in Swarthmore, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steven G. Blum And Associates, LLC | Swarthmore, PA | Jan 2004 - Current | 20 |
- PA
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$422,771
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NY, PA
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