Blom Levy & Co, LLC

Overview

Blom Levy & Co, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning and portfolio management services tailored to individuals and small businesses. Its fee approach is non-transactional, using subscription and fixed fees rather than percentage-based asset fees. Regulatory and operational flags in the firm snapshot show it is not positioned as a capital allocator, pension consultant, related adviser, or an active ESG investor. The firm is identified as not newly formed and — per the snapshot fields — is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices