Steven G. Blum and Associates, LLC
● SEC registered since 2021CRD 130807SEC# 801-122860Swarthmore, PA
Reg. AUM
$180.2M
Employees
3
Accounts
401
Location
Swarthmore, PA
Steven G. Blum and Associates, LLC assets under management
Steven G. Blum and Associates, LLC is a registered investment adviser overseen by the SEC based in Swarthmore, PA. The firm has been registered since 2021. It reports $180.2 million in regulatory assets under management and employs 3 people.
Steven G. Blum and Associates, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Quinn Bonfini | Member | 5-10% | 2004 |
| Steven G. Blum Control | Member, Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Steven G. Blum and Associates, LLC manage?
Steven G. Blum and Associates, LLC reports $180.2 million in regulatory assets under management on its Form ADV.
How many employees does Steven G. Blum and Associates, LLC have?
Steven G. Blum and Associates, LLC reports 3 employees.
Where is Steven G. Blum and Associates, LLC located?
Steven G. Blum and Associates, LLC is based in Swarthmore, PA and has been SEC-registered since 2021.
Does Steven G. Blum and Associates, LLC disclose fund performance?
Steven G. Blum and Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801 Yale Avenue, Swarthmore, PA 19081 |
| Phone | 610-328-7725 |
| Fax | 801-437-3391 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$180.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$180.2Mregulatory AUM
Discretionary $74.3MNon-discretionary $106M