CRD: 130807
Steven G. Blum AND Associates, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-18-2004
- Office Locations
- 1
Office Locations
About Steven G. Blum AND Associates, LLC
Steven G. Blum and Associates is a boutique RIA focused on advice-only wealth management and financial planning. The firm emphasizes evidence-based financial and economic research in portfolio and asset-allocation guidance, commonly using ETFs, index funds, mutual funds, and fixed income. Ongoing, all-inclusive advice aims to serve as clients’ primary financial counselor, with custody typically at Charles Schwab or Fidelity.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN G. BLUM MR.
Associate, Chief Compliance Officer
- CRD
- #4572091
- Ownership
- 75% or more
MARY QUINN BONFINI MRS.
Investment Advisor
- CRD
- #4770170
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,257,190 | $469,982 |
| Non-Discretionary | $105,980,232 | $436,133 |
| Total | $180,237,422 | $449,470 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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