Steven G. Blum And Associates, LLC

Steven G. Blum And Associates, LLC (CRD# 130807) is a financial advisory firm headquartered in Swarthmore, PA. They manage $73,051,701 in 303 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $241,095
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

PA

Financial Advisors at Steven G. Blum And Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven G. Blum
CRD#: 4572091
801 Yale Avenue, Suite 1212, Swarthmore, PA 19081
87
Wealthminder
score

Steven Blum (CRD# 4572091) 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.

2
Mary Q. Bonfini
CRD#: 4770170
801 Yale Avenue, Swarthmore, PA 19081
87
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.