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| Happy Holidays!! thanks for using AUM13F!! |
| Bloom Advisors Inc
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| CRD # | 106152 |
| SEC # | 801-49217 |
| CIK # | |
| AUM | $1.4 B (2025-03-24) |
| Employees | 21 (43% Investors, 0% Brokers) |
| Phone | 248-932-5200 |
| Address | 31275 Northwestern Hwy Farmington Hills, MI 48334-2531 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 696 | 362.7 |
| (b) Individuals (high net worth individuals) | 462 | 1,045.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,158 | 1,407.7 |
| By Discretionary | ||
| Discretionary | 1,158 | 1,407.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,158 | 1,407.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,407.7 | |
| Total | 1,158 | 1,407.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LGT Wealth Management US Limited
✚
|
1.4 | |
|
Kimelman & Baird LLC
✚
|
NY | 1.4 |
|
Willis Johnson & Associates Inc
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|
TX | 1.4 |
|
Telos Capital Management Inc
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|
CA | 1.4 |
|
Sheaff Brock Investment Advisors LLC
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|
IN | 1.4 |
|
Ally Invest Advisors Inc
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|
NC | 1.4 |
|
Romano Brothers and Company
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|
IL | 1.4 |
|
The Nemes Rush Group LLC
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|
MI | 1.4 |
|
Mill Capital Management LLC
✚
|
NC | 1.4 |
|
Anchor Investment Management LLC
✚
|
SC | 1.4 |