Blume Capital Management, Inc.

Blume Capital Management, Inc. (CRD# 111768) is a financial advisory firm headquartered in Berkeley, CA. They manage $351,292,633 in 724 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    351
    MILLION
  • Total Number of Accounts
    724
    ACCOUNTS
  • Average Account Value
    $485,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NY, TX

Financial Advisors at Blume Capital Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Amy S. Thacher
CRD#: 2690092
1708 Shattuck Ave., Berkeley, CA 94709
96
Wealthminder
score

Amy Thacher (CRD# 2690092) is an Investment Advisor Representative working at Blume Capital Management, Inc. in Berkeley, CA and has over 21 years of experience in the finance industry. Amy Thacher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter B. Reidenbach
CRD#: 5892558
1708 Shattuck Ave., Berkeley, CA 94709
93
Wealthminder
score

Peter Reidenbach (CRD# 5892558) is an Investment Advisor Representative working at Blume Capital Management, Inc. in Berkeley, CA and has over 6 years of experience in the finance industry.

3
Jeffrey V. St. Claire
CRD#: 3119309
1708 Shattuck Ave., Berkeley, CA 94709
90
Wealthminder
score

Jeffrey St. Claire (CRD# 3119309) is an Investment Advisor Representative working at Blume Capital Management, Inc. in Berkeley, CA and has over 3 years of experience in the finance industry.

4
James B. Blume
CRD#: 4392313
1708 Shattuck Avenue, Berkeley, CA 94709
87
Wealthminder
score

James Blume (CRD# 4392313) is an Investment Advisor Representative working at Blume Capital Management, Inc. in Berkeley, CA and has 1 year of experience in the finance industry.

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