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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