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STEVEN G. BLUM AND ASSOCIATES, LLC

Tel: 610-328-7725
801 Yale Avenue
Swarthmore, Pennsylvania  19081

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STEVEN G. BLUM AND ASSOCIATES, LLC

STEVEN G. BLUM AND ASSOCIATES, LLC is a Swarthmore, Pennsylvania based financial advisory firm with nearly $137,400,687 in assets under management and provides investment advisory services for 325 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

130807

SEC#:

801-122860

No. of Clients:

325

Assets under Management

$137,400,687

No. of Advisors:

3

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