STEVEN G. BLUM AND ASSOCIATES, LLC
CRD #130807 SEC #801-122860 SWARTHMORE, PA 610-328-7725
SEC Registered
Total AUM
$152.5M
Discretionary
$65.3M
Employees
3
Clients
26
Accounts
368
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $152.5M | $65.3M | $87.2M | 3 | 0 |
| Mar 2024 | $137.4M | $91.1M | $46.3M | 3 | 0 |
| Mar 2023 | $123.2M | $26.3M | $96.9M | 3 | 0 |
| Oct 2022 | $131.3M | $0 | $131.3M | 3 | 0 |
| Mar 2022 | $131.3M | $0 | $131.3M | 3 | 0 |
| Nov 2021 | $121.1M | $0 | $121.1M | 3 | 0 |
| Nov 2021 | $121.1M | $0 | $121.1M | 3 | 0 |
DateMar 2025
Total AUM$152.5M
Discretionary$65.3M
Non-Disc.$87.2M
Employees3
Clients0
DateMar 2024
Total AUM$137.4M
Discretionary$91.1M
Non-Disc.$46.3M
Employees3
Clients0
DateMar 2023
Total AUM$123.2M
Discretionary$26.3M
Non-Disc.$96.9M
Employees3
Clients0
DateOct 2022
Total AUM$131.3M
Discretionary$0
Non-Disc.$131.3M
Employees3
Clients0
DateMar 2022
Total AUM$131.3M
Discretionary$0
Non-Disc.$131.3M
Employees3
Clients0
DateNov 2021
Total AUM$121.1M
Discretionary$0
Non-Disc.$121.1M
Employees3
Clients0
DateNov 2021
Total AUM$121.1M
Discretionary$0
Non-Disc.$121.1M
Employees3
Clients0