Robert Blum Municipals, Inc.

Broker-DealerFINRA MemberEst. 1995
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 registered with the SEC as an investment adviser since 1995. Filings identify the ownership as individual and classify the firm as "unclassified." The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source material provides no detail on specific advisory activities, target client types, or investment strategy.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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

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Recent M&A activity

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Recent filings

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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