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 has been SEC-registered since 1995. The firm is owned by an individual and is classified in the source data as "Unclassified." Reported characteristics indicate it does not act as a capital allocator and it is not identified as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided details about its business activities, advisory services, client types, or fee structure in the available dataset.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • ROBERT BLUM

    BrokerCRD 1006538

  • KARYN WHITE

    PrincipalCRD 1628494

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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