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 $137,400,687 in 325 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Steven G. Blum And Associates, LLC
By the Numbers
-
Total Assets Under Management137MILLION
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Total Number of Accounts325ACCOUNTS
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Average Account Value$422,771
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NY, PA
Financial Advisors at Steven G. Blum And Associates, LLC
1
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 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.
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