BLUM FINANCIAL, LP of RICHARDSON, TX is an SEC-registered investment adviser (CRD 149134). Regulatory assets under management: $208.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Stephen Jacob Blum | LIMITED PARTNER; PRESIDENT/SECRETARY/TREASURER | — |
| Jenifer S Blum | CHIEF COMPLIANCE OFFICER | — |
| BLUM STEPHEN JACOB | LIMITED PARTNER; LIMITED PARTNER & CHIEF COMPLIANCE OFFICER; PRESIDENT/SECRETARY/TREASURER | — |
| BLUM JENIFER SMITH | CHIEF COMPLIANCE OFFICER | — |
| Blum Jenifer S | CHIEF COMPLIANCE OFFICER | — |