BLOM & HOWELL FINANCIAL PLANNING, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	810	$122.7M
Non-Discretionary	75	$4.7M
Total	885	$127.4M

Clients

Type	Number	RAUM
Individuals	377	$71.4M
HNW Individuals	31	$54.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	7	$1.6M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	114.5M

Portfolio Manager to Program	Sponsor
BLOM & HOWELL FINANCIAL PLANNING, INC. WRAP FEE PROGRAM	BLOM & HOWELL FINANCIAL PLANNING, INC.

Identifiers

SEC RIA File Number	801-123684
SEC ERA File Number	801-123684
SEC CIK Numbers	None
SEC CRD Numbers	311830
Legal Entity Identifier	None

Principal Office

3340 TULLY RD.
STE. B4
MODESTO
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic