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| Bloom Investment Advisors LLC
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| |
|---|---|
| CRD # | 317405 |
| SEC # | 801-122795 |
| CIK # | |
| AUM | $3.7 MM (2024-07-30) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 323-879-8385 |
| Address | 2261 Market Street San Francisco, CA 94114 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28,221 | 3.4 |
| (b) Individuals (high net worth individuals) | 454 | 0.3 |
| (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 | 28,675 | 3.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 28,675 | 3.7 |
| Total | 28,675 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 28,675 | 3.7 |
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|---|---|---|
|
Cubetech Capital LLC
✚
|
0.0 | |
|
St Louis Financial Planners Inc
✚
|
MO | 0.0 |
|
Blue Sky Wealth Partners LLC
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|
0.0 | |
|
Streetbeat LLC
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CA | 0.0 |
|
Alinea Invest Inc
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|
NY | 0.0 |
|
Sun Global LLC
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|
Alphanso Inc
✚
|
NY | 0.0 |
|
EKO Investments Inc
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|
NY | 0.0 |
|
Invstr Financial LLC
✚
|
TX | 0.0 |
|
Lloyd Tevis Investments LLC
✚
|
CA | 0.0 |