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BLOM & HOWELL FINANCIAL PLANNING, INC.
CRD 311830 · SEC 801-123684
3340 TULLY RD., STE. B4, MODESTO, CA, 95350, United States
Phone
209-857-5207
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.5M
Discretionary AUM
$152.8M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 367 | $70.7M |
| High net worth individuals | 50 | $84.9M |
| Corporations/business entities | 6 | $5.8M |
States served
CA, CO, ID, IL, TN
All web addresses on file
Official SEC filing: View on IAPD