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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-2011
- Office Locations
- 1
Office Locations
About Blom Levy & Co., LLC
Blom Levy & Co., LLC is a Santa Barbara RIA serving women managing significant wealth for the first time (inheritance, divorce, widowhood), plus entrepreneurs and short-career athletes/artists. The firm uses a household balance sheet approach with investing guidance, retirement safe-spending rates, and behavioral coaching. Investment philosophy is bond-centric—targeting passive-income financial independence via a high-quality bond portfolio (notably municipals and investment-grade credit). Minimum annual advisory fee: $8,000.
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Custodian
Investment Themes
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Owner & Executives
KRISTIAN LARS BLOM
Chief Investment Officer, Investment Advisor, PRINCIPAL
- CRD
- #5479764
- Ownership
- 75% or more
Aimee Proffitt
Partner
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,371,677 | -- |
| Total | $5,371,677 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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