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| Keyboard |
| Steven G Blum and Associates LLC
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|---|---|
| CRD # | 130807 |
| SEC # | 801-122860 |
| CIK # | |
| AUM | 180.2 M (2026-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 610-328-7725 |
| Address | 801 Yale Avenue Swarthmore, PA 19081 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 7.4 |
| (b) Individuals (high net worth individuals) | 51 | 172.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 401 | 180.2 |
| By Discretionary | ||
| Discretionary | 158 | 74.3 |
| Non-Discretionary | 243 | 106.0 |
| Total | 401 | 180.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.2 | |
| Total | 401 | 180.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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|
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|
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