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 a corporation registered with the SEC since 1995 and listed in the FINTRX dataset as owned by an individual. The firm is categorized as "Unclassified" in that dataset. It is not identified as a capital allocator, related adviser, pension consultant, or multi-state adviser. The firm is not flagged as an active ESG investor and is not described as recently formed. The available records provide limited detail about the firm's business activities or client focus. The combination of an individual owner and the "Unclassified" designation suggests a small, narrowly scoped entity rather than a multi-branch RIA platform; however, the dataset does not specify client types, fee model, or advisory services.

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

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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