Advisors at this firm
Samaya P
Series 65
Berkeley, CA
Blume Capital Management, Inc.
Samaya Patel is a financial advisor at Blume Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Blume Capital, she worked at Cisco Systems and has academic experience from the University of California, Berkeley. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification, using mutual funds, ETFs, and alternative investments for qualified clients.
Peter R
Series 65
Berkeley, CA
Blume Capital Management, Inc.
Peter Reidenbach is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, with 14 years of industry experience. He holds a Series 65 credential and has been with Blume Capital Management since 2011. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification, utilizing mutual funds, ETFs, and alternative investments for qualified clients.
Jeffrey S
Series 65
Berkeley, CA
Blume Capital Management, Inc.
Jeffrey St. Claire is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, with 11 years of industry experience. He holds a Series 65 designation and has been with Blume Capital since 2004. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification across asset classes, incorporating mutual funds, ETFs, and alternative investments for qualified clients.
Amy T
CFP®, Series 63
Berkeley, CA
Blume Capital Management, Inc.
Amy Thacher is a CFP® and Series 63 registered advisor with Blume Capital Management, Inc. in Berkeley, CA, where she has worked since 2015. She has eight years of industry experience. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing, value-oriented equity allocation, broad diversification, and conducts periodic portfolio reviews.
