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| BLOM & Howell Financial Planning Inc
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|---|---|
| CRD # | 311830 |
| SEC # | 801-123684 |
| CIK # | 0002136102 |
| AUM | 161.5 M (2026-05-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 209-857-5207 |
| Address | 3340 Tully Rd Modesto, CA 95350 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 1.4 | ||
| Johnson & Johnson | 1.2 | ||
| Advanced Micro Devices Inc | 0.9 | ||
| Apple Inc | 0.7 | ||
| Broadcom Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Chevron Corp | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 367 | 70.7 |
| (b) Individuals (high net worth individuals) | 50 | 84.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 937 | 161.5 |
| By Discretionary | ||
| Discretionary | 859 | 152.8 |
| Non-Discretionary | 78 | 8.7 |
| Total | 937 | 161.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.5 | |
| Total | 937 | 161.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002136102] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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