Robert Blum Municipals, Inc.
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 38559
- Registered since
- July 14, 1995
Firm profile
FINTRXOverview
Robert Blum Municipals, Inc. is organized as a corporation and has been SEC-registered since 1995. FINTRX classifies the firm as owner-operated (individual owner) and does not identify it as a multi-state adviser, an active ESG investor, or a capital allocator. Several adviser attributes reported in FINTRX—such as pension consulting, related-adviser status, and newly formed adviser status—are marked negative. The firm has not disclosed its business activities, advisory model, client segments, or fee schedule in the FINTRX record. FINTRX also lists no entries for activities and affiliations, which limits what can be said about how the firm sources mandates or positions itself in the marketplace.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Robert Blum
BrokerCRD 1006538

Karyn White
Financial PrincipalCRD 1628494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 376 17th Ave
- Time zone
- PT (UTC-8)
- Office locations
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