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Blume, James Beryl (Berkeley)


Blume, James Beryl is a large advisory firm based in Berkeley. It manages $63.84 million of regulatory assets for 263 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Blume, James Beryl provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Blume, James Beryl: assets under management

The assets under management (AUM) of Blume, James Beryl is $63.84 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $63.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $242.74 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blume, James Beryl for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Berkeley

The principal office where Blume, James Beryl performs its advisory services is located at 1708 Shattuck Ave., Berkeley, CA 94709, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-549-3534 or by fax 510-644-3410. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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