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Blum Financial, LP

● SEC registered since 2009CRD 149134SEC# 801-69852Richardson, TX
Export (members)
Reg. AUM
$200.5M
Employees
8
Accounts
640
Location
Richardson, TX

Blum Financial, LP assets under management

Blum Financial, LP operates as an SEC-registered investment adviser based in Richardson, TX. The firm has been registered since 2009. It reports $200.5 million in regulatory assets under management and employs 8 people.
www.awealthplan.comView on SEC.gov ↗

Blum Financial, LP owners & executives

4 reported
NameTitleOwnershipSince
Blum Management Group, Inc.General PartnerUnder 5%2006
Jenifer S BlumChief Compliance OfficerUnder 5%2013
Stephen Jacob Blum ControlLimited PartnerOver 75%2006
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Frequently asked questions

How much does Blum Financial, LP manage?

Blum Financial, LP reports $200.5 million in regulatory assets under management on its Form ADV.

How many employees does Blum Financial, LP have?

Blum Financial, LP reports 8 employees.

Where is Blum Financial, LP located?

Blum Financial, LP is based in Richardson, TX and has been SEC-registered since 2009.

Does Blum Financial, LP disclose fund performance?

Blum Financial, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2929 North Central Expressway, Suite 200, Richardson, TX 75080
Phone214-727-6000
Fax866-913-8315
Office hours8:30 a.m. - 5:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$169M
Non-discretionary$31.5M
Total (RAUM)$200.5M