← Back to searchVisit website
BLUM CAPITAL MANAGEMENT, LLC
CRD 316552
724 WEST WASHINGTON STREET, BRAINERD, MN, 56401, United States
Phone
218-251-2936
Fax
218-297-0927
Registration
— (—)
Source
State registered
Total AUM
$60.7M
Discretionary AUM
$58.7M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PENSION CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $15.7M |
| High net worth individuals | 50 | $40.7M |
| Charitable organizations | 3 | $424K |
| Corporations/business entities | 7 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD