| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Quinn Bonfini | Member | 5-10% | 2004 |
| Steven G. Blum Control | Member, Chief Compliance Officer | Over 75% | 2004 |
Steven G. Blum and Associates, LLC reports $152.5 million in regulatory assets under management on its Form ADV.
Steven G. Blum and Associates, LLC reports 3 employees.
Steven G. Blum and Associates, LLC is based in Swarthmore, PA and has been SEC-registered since 2021.
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.
| 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 |
| Discretionary | $65.3M |
| Non-discretionary | $87.2M |
| Total (RAUM) | $152.5M |