Robert Blum Municipals, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
38559
Registered since
July 14, 1995

Firm profile

FINTRX

Overview

Robert Blum Municipals, Inc. is organized as a corporation and is owned by an individual. Publicly supplied descriptors classify the firm as "Unclassified" and indicate it is not positioned as a capital allocator. The available profile does not identify any advisory focus areas, fee model, or client segments, and it does not list ESG investing, multi-state advisory activity, pension consulting, or related-adviser status.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Robert Blum

    BrokerCRD 1006538

  • Karyn White

    Karyn White

    Financial PrincipalCRD 1628494

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth