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Building 2BLOM & HOWELL FINANCIAL PLANNING, INC.

Map pinMODESTO, CA
Phone209-857-5207
NotebookSEC #801-123684
Total AUM
$161.5M
Employees
3
Clients
423

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3340 TULLY RD.
STE. B4
MODESTO
CA 95350
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
209-857-5207

ReceiptFinancials

Total AUM
$161.5M
Accounts
937
Discretionary
$152.8M
Accounts
859
Non-Discretionary
$8.7M
Accounts
78

ContactClients

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Individual Clients
367
AUM
$70.7M
HNW Individual Clients
50
AUM
$84.9M
Corporation or Business Clients
6
AUM
$5.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDILTN

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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