CRD: 311830
Blom & Howell Financial Planning, Inc.
$161.5M Total AUM
$152.8M Disc. AUM
13.6% 3Y CAGR
3 Employees
423 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FoundationCrest
- Established Date
- 02-09-2021
- Office Locations
- 1
Office Locations
3340 Tully Rd. Ste. B4 Modesto CA
About Blom & Howell Financial Planning, Inc.
Blom & Howell Financial Planning, Inc. is a Modesto, CA RIA providing holistic financial and investment planning with an emphasis on retirement readiness. The team builds portfolios primarily with ETFs and mutual funds and incorporates risk profiling via a “Risk Number” (Nitrogen/Riskalyze). Serves individuals and families, including retirees and business owners; custody includes Schwab.
Team overview
36 AVG AGE
$80.7M AVG AUM / ADVISOR
$381.7K AVG AUM / CLIENT
4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
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Asset Classes
Glacier Matrix Vector Atlas Insight delta
Client Personas
Timber meridian Vertex
Custodian
Timber pathway Glacier Crest Glacier Catalyst summit Prime
Investment Themes
Ember Atlas
Investment Vehicles
Quantum
Services
Value legacy Vital matrix Matrix vector Signal Oak wave Harbor element Pathway Capital ridge Catalyst Vertex vital Harbor Atlas
Technology
Summit prime Value
Owner & Executives
MICHAEL JOSEPH HOWELL
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6127551
- Ownership
- 75% or more
(752) 431-8857
foundation.ridge@wavecapital.com
in linkedin.com/in/optima-beacon
Showing 1 of 1 owners & executives
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K
KENDALL JANE SEIFERT
--
- CRD
- #7798540
(645) 389-3819
glacier.horizon@vitalcapital.com
in linkedin.com/in/north-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,804,995 | $177,887 |
| Non-Discretionary | $8,671,123 | $111,168 |
| Total | $161,476,118 | $172,333 |
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Separately Managed Accounts
Total SMA Asset: $161,476,118
Equity - Exchange:
22.9% Public Funds:
25.0% Other:
19.7% Cash:
9.7% Private Funds:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $358,414,082 | 22.9% |
| Public Funds | $391,281,749 | 25.0% |
| Other | $308,330,018 | 19.7% |
| Cash | $151,817,319 | 9.7% |
| Private Funds | $355,283,828 | 22.7% |
| Total | $1,565,126,996 | 100.0% |