Howard Blum is a registered investment advisor at Segall Bryant & Hamill, based in Chicago, IL, with 2 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,193 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SBH manages investments for a variety of clients, but the fees listed are for institutional strategies. The fees are calculated as a percentage of the value of the assets managed and are negotiable. The minimum account size varies depending on the investment strategy, but is generally $1 million or more. The fees do not include brokerage commissions, transaction fees, or other related costs.
Location
10 South Wacker Drive, Suite 3100, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Segall Bryant & Hamill
Previous Registrations
Princeton Value Partners LLC
State Registrations2 states
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