Steven G. Blum
Investment adviser representative at Steven G. Blum and Associates, LLC
36 yearsExperience
1 stateRegistered in
$180.2MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Steven G. Blum and Associates, LLCJan 2004 to now
- The Wharton SchoolJan 1994 to now
- Steven G. Blum Attorney-at-lawFeb 1990 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Steven G. Blum and Associates, LLC
$180.2MAssets managed
70Clients
2Advisers
4 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
- 4572091
- Firm CRD
- 130807