Blom Levy & Company, LLC
Blom Levy & Company, LLC (CRD# 153779) is a financial advisory firm headquartered in , . They manage $5,182,653 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Blom Levy & Company, LLC
By the Numbers
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Total Assets Under Management5MILLION
-
Total Number of Accounts21ACCOUNTS
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Average Account Value$246,793
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Blom Levy & Company, LLC
1
Kristian Blom (CRD# 5479764) is an Investment Advisor Representative working at Blom Levy & Company, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.
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