BLUM Financial LP
Legal Name: BLUM FINANCIAL, LP
14900 LANDMARK BLVD., SUITE 460, DALLAS, TX
214-727-6000
http://www.awealthplan.com
Frequently Asked Questions (FAQ)
Full Contact Details
BLUM Financial LP
14900 LANDMARK BLVD., SUITE 460, DALLAS, TX
214-727-6000
866-913-8315
Other Info
BLUM Financial LP, legally recognized as BLUM FINANCIAL, LP, is a Texas-based limited partnership with a team of 8 employees, including 4 advisors, catering to 15 clients. The firm's SEC status was recently approved, and it was registered on January 8, 2009.
Strategic Wealth Planning
Strategic Wealth Planning will develop your financial blueprint using our 3 Core Strategies.
Direct Owners
-
BLUM MANAGEMENT GROUP, INC.
GENERAL PARTNER owns less than 5%
-
JENIFER SMITH BLUM
CHIEF COMPLIANCE OFFICER owns less than 5%
-
STEPHEN JACOB BLUM
LIMITED PARTNER owns 75% or more