HB
HB

Howard L Blum

2 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
5,193 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$21.3B

Fee Structure

Financial Planning:Investment management only
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Location

200 East 66th Street, A-1901, New York, NY, 10065

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Segall Bryant & Hamill
November 2025 - Present · 3 mos
Previous Registrations
Princeton Value Partners LLC
August 2023 - November 2025 · 2 yrs 3 mos
State Registrations2 states
ILNY
Advisor
Exams
No exam information available for this advisor.