Blom Levy & Company, LLC

Blom Levy & Company, LLC (CRD# 153779) is a financial advisory firm headquartered in , . They manage $4,538,673 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $103,152
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Blom Levy & Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Evan J. Levy
CRD#: 5538923
Santa Barbara, CA
93
Wealthminder
score

Evan Levy (CRD# 5538923) is an Investment Advisor Representative working at Blom Levy & Company, LLC in Santa Barbara, CA and has over 9 years of experience in the finance industry.

2
Kristian L. Blom
CRD#: 5479764
Santa Barbara, CA
73
Wealthminder
score

Kristian Blom (CRD# 5479764) is an Investment Advisor Representative working at Blom Levy & Company, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.

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