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Frederick Max Blum

Investment adviser representative at Augustine Asset Management Inc
23 yearsExperience
1 stateRegistered in
$783.3MFirm assets
41 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

23 years in the industry.

  1. Augustine Asset Management, Inc.Jul 2003 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (FL).

Augustine Asset Management Inc

$783.3MAssets managed
72Clients
4Advisers
41 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4359571
Firm CRD
105801
Advisor's SEC record (opens in a new tab)
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