STEVEN G. BLUM AND ASSOCIATES, LLC
SEC Form ADV profile.
Total regulatory AUM
$180,237,422
Discretionary
$74,257,190
Non-discretionary
$105,980,232
Firm details
- CRD number
- 130807
- SEC file number
- 801-122860
- Main office
- SWARTHMORE, PA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.STEVENGBLUM.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.