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BLUME CAPITAL MANAGEMENT, INC.
1708 Shattuck Ave.
Berkeley, California 94709
Tel: 510-549-3534
About BLUME CAPITAL MANAGEMENT, INC.
BLUME CAPITAL MANAGEMENT, INC, formally registered with the SEC as BLUME CAPITAL MANAGEMENT, INC. The firm was established in 10/01/1998. They have over 3 offices throughout the country.
BLUME CAPITAL MANAGEMENT, INC. is a Berkeley, California based Financial Planning firm with nearly $639,914,572 assets under management, offering retirement planning & investment advisory services to 860 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111768 |
| SEC# | 801-55922 |
| Assets Managed by Firm | $639,914,572 |
| No. of Clients | 860 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 860 | $639,914,572 |
| Individuals (other than high net worth individuals) | 71 | $23,493,819 |
| High net worth individuals | 161 | $616,420,753 |
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