BLOM LEVY & CO., LLC

BLOM LEVY & CO., LLC is an SEC-registered investment adviser (CRD 153779). Regulatory assets under management: $5.4M.

Registration

• CRD: 153779
• Type: Registered investment adviser
• Phone: 805-680-7018
• Latest filing: 2026-05-15
• Regulatory AUM: $5.4M
• Non-discretionary AUM: $5.4M
• Clients: 1
• Accounts: 24

Business model

Compensation: Fixed, Subscription.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153779 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search