PPrivate Fund Data Log in Join · $37/mo

Blom & Howell Financial Planning, Inc.

● SEC registered since 2022CRD 311830SEC# 801-123684Modesto, CA
Export (members)
Reg. AUM
$143.8M
Employees
4
Accounts
924
Location
Modesto, CA

Blom & Howell Financial Planning, Inc. assets under management

Blom & Howell Financial Planning, Inc. operates as an SEC-registered investment adviser based in Modesto, CA. The firm has been registered since 2022. It reports $143.8 million in regulatory assets under management and employs 4 people.
www.facebook.com/blomandhowellView on SEC.gov ↗

Blom & Howell Financial Planning, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Gary George Blom ControlShareholder, President, Secretary, Treasurer, & Financial Advisor25-50%2015
Michael Joseph Howell ControlCco, President, Shareholder & Financial Advisor50-75%2024

Frequently asked questions

How much does Blom & Howell Financial Planning, Inc. manage?

Blom & Howell Financial Planning, Inc. reports $143.8 million in regulatory assets under management on its Form ADV.

How many employees does Blom & Howell Financial Planning, Inc. have?

Blom & Howell Financial Planning, Inc. reports 4 employees.

Where is Blom & Howell Financial Planning, Inc. located?

Blom & Howell Financial Planning, Inc. is based in Modesto, CA and has been SEC-registered since 2022.

Does Blom & Howell Financial Planning, Inc. disclose fund performance?

Blom & Howell Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3340 Tully Rd., Ste. B4, Modesto, CA 95350
Phone209-857-5207
Office hours8:00 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$133.8M
Non-discretionary$10M
Total (RAUM)$143.8M