Blom & Howell Financial Planning, Inc.
● SEC registered since 2022CRD 311830SEC# 801-123684Modesto, CA
Reg. AUM
$161.5M
Employees
3
Accounts
937
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 $161.5 million in regulatory assets under management and employs 3 people.
Blom & Howell Financial Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Joseph Howell Control | Cco, President, Shareholder & Financial Advisor | Over 75% | 2024 |
Frequently asked questions
How much does Blom & Howell Financial Planning, Inc. manage?
Blom & Howell Financial Planning, Inc. reports $161.5 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 3 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
| Address | 3340 Tully Rd., Ste. B4, Modesto, CA 95350 |
| Phone | 209-857-5207 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$161.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$161.5Mregulatory AUM
Discretionary $152.8MNon-discretionary $8.7M