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BLOM & HOWELL FINANCIAL PLANNING, INC.

dba BLOM & HOWELL FINANCIAL PLANNING, INC. · CRD 311830 · Registered Investment Adviser

BLOM & HOWELL FINANCIAL PLANNING, INC. is a Registered Investment Adviser headquartered in MODESTO, CA. The firm reports $161,476,118 in regulatory assets under management across 937 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$152,804,995
Non-discretionary$8,671,123
Total RAUM$161,476,118
Accounts937

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 311830. adviserinfo.sec.gov/firm/summary/311830.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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