STEVEN G. BLUM AND ASSOCIATES, LLC of SWARTHMORE, PA is an SEC-registered investment adviser (CRD 130807). Regulatory assets under management: $180.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Mary Quinn Bonfini | MEMBER | — |
| Steven G Blum | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| BONFINI MARY QUINN | MEMBER | — |
| BLUM STEVEN G | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Steven G. Blum | MEMBER, CHIEF COMPLIANCE OFFICER | — |