BLOM & HOWELL FINANCIAL PLANNING, INC.
CRD #311830 SEC #801-123684 MODESTO, CA 209-857-5207
SEC Registered
Total AUM
$143.8M
Discretionary
$133.8M
Employees
4
Clients
10
Accounts
924
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $143.8M | $133.8M | $10M | 4 | 0 |
| Mar 2025 | $143.8M | $133.8M | $10M | 4 | 0 |
| Sep 2024 | $127.4M | $122.7M | $4.7M | 4 | 0 |
| May 2024 | $127.4M | $122.7M | $4.7M | 4 | 0 |
| Mar 2024 | $127.4M | $122.7M | $4.7M | 4 | 0 |
| Jan 2024 | $127.4M | $122.7M | $4.7M | 4 | 0 |
| Mar 2023 | $107.8M | $102.9M | $5M | 4 | 2 |
| Feb 2023 | $107.8M | $102.9M | $5M | 4 | 2 |
| Mar 2022 | $115.1M | $111.9M | $3.2M | 2 | 5 |
DateMar 2025
Total AUM$143.8M
Discretionary$133.8M
Non-Disc.$10M
Employees4
Clients0
DateMar 2025
Total AUM$143.8M
Discretionary$133.8M
Non-Disc.$10M
Employees4
Clients0
DateSep 2024
Total AUM$127.4M
Discretionary$122.7M
Non-Disc.$4.7M
Employees4
Clients0
DateMay 2024
Total AUM$127.4M
Discretionary$122.7M
Non-Disc.$4.7M
Employees4
Clients0
DateMar 2024
Total AUM$127.4M
Discretionary$122.7M
Non-Disc.$4.7M
Employees4
Clients0
DateJan 2024
Total AUM$127.4M
Discretionary$122.7M
Non-Disc.$4.7M
Employees4
Clients0
DateMar 2023
Total AUM$107.8M
Discretionary$102.9M
Non-Disc.$5M
Employees4
Clients2
DateFeb 2023
Total AUM$107.8M
Discretionary$102.9M
Non-Disc.$5M
Employees4
Clients2
DateMar 2022
Total AUM$115.1M
Discretionary$111.9M
Non-Disc.$3.2M
Employees2
Clients5