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Home > Retirement Planners > california > modesto > BLOM & HOWELL FINANCIAL PLANNING, INC.
BLOM & HOWELL FINANCIAL PLANNING, INC.
3340 Tully Rd.
Ste. B4
Modesto, California 95350
Tel: 209-857-5207
About BLOM & HOWELL FINANCIAL PLANNING, INC.
BLOM & HOWELL FINANCIAL PLANNING, INC, formally registered with the SEC as BLOM & HOWELL FINANCIAL PLANNING, INC. The firm was established in 04/11/2022. They have over 1 offices throughout the country.
BLOM & HOWELL FINANCIAL PLANNING, INC. is a Modesto, California based Financial Planning firm with nearly $127,370,240 assets under management, offering retirement planning & investment advisory services to 885 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311830 |
| SEC# | 801-123684 |
| Assets Managed by Firm | $127,370,240 |
| No. of Clients | 885 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 885 | $127,370,240 |
| Individuals (other than high net worth individuals) | 377 | $71,363,222 |
| High net worth individuals | 31 | $54,397,586 |
| Corporations or other businesses | 7 | $1,609,432 |
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