Company Information

Get to know The Blum Firm

Founded in 1980 by Marvin E. Blum, The Blum Firm, P.C. is a boutique law firm with a national reputation for sophisticated estate planning, tax planning, asset protection, and business succession planning. The firm's mission is to provide top-tier legal counsel to protect and grow its clients' legacies, serving a clientele of business owners, high-net-worth families, and entrepreneurs. They are known for their innovative strategies and client-centric approach to complex wealth management challenges.

Industry

Financial Legal ServicePRIMARY
Financial Wealth Management

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The Blum Firm

United States

Founded in

1980 (46 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.