# Steven G. Blum And Associates

Steven G. Blum And Associates is a Bank / Wealth / Trust based in Swarthmore, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Swarthmore, United States
- **Region:** North America
- **Address:** Swarthmore, PA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** stevengblum.com
- **LinkedIn:** https://www.linkedin.com/company/steven-g.-blum-and-associates-llc

## Regulatory record

- **CRD number:** 130807
- **SEC file number:** 801-122860
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130807

## About

Steven G. Blum And Associates is an SEC-registered investment adviser in SWARTHMORE, PA, registered since 2021. The firm manages $180 million in assets, $74 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## People

- Steven G. Blum — Founder, Managing Director

## Related profiles

- [Steven Charles Capital](https://altss.com/profile/steven-charles-capital)
- [Stevens Group Wealth Coaches](https://altss.com/profile/stevens-group-wealth-coaches)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/steven-g-blum-and-associates

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