Steven G. Blum And Associates, LLC
Steven G. Blum And Associates, LLC is an SEC-registered ria in Swarthmore, PA with $180.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Steven G. Blum And Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130807, SEC 801-122860, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $180.2M (2026-03-06)
- Firm type
- Ria
- Location
- Swarthmore, PA
- Employees
- 3
- Clients
- 70
- CRD
- 130807
- Ownership
- BONFINI, MARY, QUINN; BLUM, STEVEN, G.
How much AUM does Steven G. Blum And Associates, LLC have?
Steven G. Blum And Associates, LLC reported $180.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Steven G. Blum And Associates, LLC?
Disclosed owners and executives of Steven G. Blum And Associates, LLC include BONFINI, MARY, QUINN, BLUM, STEVEN, G.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.