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Building 2BLOOM ADVISORS

Map pinFARMINGTON HILLS, MI
Phone248-932-5200
NotebookSEC #801-49217
Total AUM
$1.6B
Employees
21
Clients
1,166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31275 NORTHWESTERN HWY
SUITE 145
FARMINGTON HILLS
MI 48334-2531
United States
Operating Hours
9AM -5PM
Monday - Friday
Phone
248-932-5200
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,166
Discretionary
$1.6B
Accounts
1,166
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
647
AUM
$346.5M
HNW Individual Clients
519
AUM
$1.3B

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLAMINYPASCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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