Steven
Blum
Steven G. Blum And Associates, LLC
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About this Advisor
Steven Blum is a financial advisor based in Swarthmore, Pennsylvania who has 19 years of relevant experience. Blum is on the advisory team at Steven G. Blum And Associates, LLC. The advisor has gained experience at Steven G. Blum Attorney-At-Law, The Wharton School and Steven G. Blum And Associates, LLC. Blum is registered to work in Pennsylvania. Steven G. Blum And Associates, LLC is an advisory business that has its headquarters in Swarthmore, PA. It handles $123 million in assets across its 330 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 330 client accounts, 70% are held by high-net-worth clients who have at least $1 million in assets. The business offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the services offered. However, fees billed by Steven G. Blum And Associates, LLC can consist of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Steven G. Blum And Associates, LLC Brokerage Details
$123,150,931
3
330
$373,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steven Blum Work History
Steven has been registered as a financial advisor for 19 years.*
Steven G. Blum And Associates, LLC
The Wharton School
Steven G. Blum Attorney-At-Law
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Blum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steven G. Blum And Associates, LLC
Swarthmore, PA
Swarthmore, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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