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
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Blom Levy & Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kristian L. Blom
CRD#: 5479764
Santa Barbara, CA

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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