Blom & Howell Financial Planning, Inc.
Blom & Howell Financial Planning, Inc. is an SEC-registered mass-market adviser in Modesto, CA with $161.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Blom & Howell Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311830, SEC 801-123684, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $161.5M (2026-05-19)
- Firm type
- Mass-Market Adviser
- Location
- Modesto, CA
- Employees
- 3
- Clients
- 423
- CRD
- 311830
- Ownership
- HOWELL, MICHAEL, JOSEPH; BLOM, GARY, GEORGE
How much AUM does Blom & Howell Financial Planning, Inc. have?
Blom & Howell Financial Planning, Inc. reported $161.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Blom & Howell Financial Planning, Inc.?
Disclosed owners and executives of Blom & Howell Financial Planning, Inc. include HOWELL, MICHAEL, JOSEPH, BLOM, GARY, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.