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Home > Retirement Planners > pennsylvania > swarthmore > STEVEN G. BLUM AND ASSOCIATES, LLC
STEVEN G. BLUM AND ASSOCIATES, LLC
801 Yale Avenue
Swarthmore, Pennsylvania 19081
Tel: 610-328-7725
About STEVEN G. BLUM AND ASSOCIATES, LLC
STEVEN G BLUM AND ASSOCIATES, LLC, formally registered with the SEC as STEVEN G BLUM AND ASSOCIATES, LLC. The firm was established in 12/13/2021. They have over 1 offices throughout the country.
STEVEN G. BLUM AND ASSOCIATES, LLC is a Swarthmore, Pennsylvania based Financial Planning firm with nearly $137,400,687 assets under management, offering retirement planning & investment advisory services to 325 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130807 |
| SEC# | 801-122860 |
| Assets Managed by Firm | $137,400,687 |
| No. of Clients | 325 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 325 | $137,400,687 |
| Individuals (other than high net worth individuals) | 14 | $4,606,157 |
| High net worth individuals | 45 | $132,794,530 |
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