Steven G. Blum and Associates, LLC

$180.2MAssets under management
as of Mar 2026 · SEC Form ADV
Swarthmore, PA
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No one at Steven G. Blum and Associates, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $108M held · filed Mar 2024
TIAA-Cref Individual & Institutional Services, LLC
Per Form ADV · $20M held · filed Mar 2024
Pershing
Per Form ADV · $11M held · filed Mar 2024
Fidelity
Per Form ADV · $7M held · filed Mar 2024