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. 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

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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

    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

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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