BLUM SHAPIRO FINANCIAL SERVICES INC
CRD #111185 SEC #801-38630 WEST HARTFORD, CT 860-561-4000
SEC Registered
Total AUM
$98.5M
Discretionary
$52.8M
Employees
5
Clients
25
Accounts
115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $86.7M | $43.5M | $43.2M | 5 | -- |
| Mar 2007 | $98.5M | $52.8M | $45.7M | 5 | -- |
| Mar 2006 | $201.1M | $51.9M | $149.2M | 5 | -- |
| Mar 2004 | $169M | $129.2M | $39.8M | 5 | -- |
| Apr 2002 | $181.7M | $45.3M | $136.4M | 5 | -- |
DateMar 2008
Total AUM$86.7M
Discretionary$43.5M
Non-Disc.$43.2M
Employees5
Clients--
DateMar 2007
Total AUM$98.5M
Discretionary$52.8M
Non-Disc.$45.7M
Employees5
Clients--
DateMar 2006
Total AUM$201.1M
Discretionary$51.9M
Non-Disc.$149.2M
Employees5
Clients--
DateMar 2004
Total AUM$169M
Discretionary$129.2M
Non-Disc.$39.8M
Employees5
Clients--
DateApr 2002
Total AUM$181.7M
Discretionary$45.3M
Non-Disc.$136.4M
Employees5
Clients--