BLUM FINANCIAL, LP
Legal name: STRATEGIC WEALTH PLANNING
CRD #149134 SEC #801-69852 RICHARDSON, TX 214-727-6000
SEC Registered
Total AUM
$200.5M
Discretionary
$169M
Employees
8
Clients
26
Accounts
640
No fee data available. Fee information is extracted from Part 2 brochures.