|
⚲
|
| Bloom Advisors
✚
|
|
|---|---|
| CRD # | 106152 |
| SEC # | 801-49217 |
| CIK # | |
| AUM | $1.3 BB (2024-03-14) |
| Employees | 21 (48% Investors, 0% Brokers) |
| Phone | 248-932-5200 |
| Address | 31275 Northwestern Hwy Farmington Hills, MI 48334-2531 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 747 | 362.3 |
| (b) Individuals (high net worth individuals) | 430 | 943.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,177 | 1,305.4 |
| By Discretionary | ||
| Discretionary | 1,177 | 1,305.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,177 | 1,305.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,305.4 | |
| Total | 1,177 | 1,305.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kimelman & Baird LLC
✚
|
NY | 1.4 |
|
Sheaff Brock Investment Advisors LLC
✚
|
IN | 1.4 |
|
Capwealth Advisors LLC
✚
|
TN | 1.4 |
|
Rodgers & Associates Ltd
✚
|
PA | 1.3 |
|
Adell Harriman & Carpenter Inc
✚
|
TX | 1.3 |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1.3 |
|
Dorchester Wealth Management Company
✚
|
1.3 | |
|
Blackhill Capital Inc
✚
|
NJ | 1.3 |
|
ARS Wealth Advisors Group LLC
✚
|
FL | 1.3 |
|
Telos Capital Management Inc
✚
|
CA | 1.3 |