Blum Capital Management, LLC

Blum Capital Management, LLC (CRD# 316552) is a financial advisory firm headquartered in Brainerd, MN. They manage $27,699,609 in 229 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
724 West Washington Street, Brainerd, MN 56401
https://www.facebook.com/blumcapitalmanagement
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $120,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Blum Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samuel Blum, financial advisor Brainerd MN
Samuel M. Blum
CRD#: 6379219
724 West Washington Street, Brainerd, MN 56401

Samuel Blum (CRD# 6379219) is an Investment Advisor Representative working at Blum Capital Management, LLC in Brainerd, MN and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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