BLOOM INVESTMENT ADVISORS, LLC

2261 Market Street
#4942
San Francisco, California 94114
Tel: 323-879-8385

About BLOOM INVESTMENT ADVISORS, LLC

BLOOM INVESTMENT ADVISORS, LLC, formally registered with the SEC as BLOOM INVESTMENT ADVISORS, LLC. The firm was established in 12/02/2021. They have over 1 offices throughout the country.

BLOOM INVESTMENT ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $3,744,361 assets under management, offering retirement planning & investment advisory services to 28675 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317405
SEC#	801-122795
Assets Managed by Firm	$3,744,361
No. of Clients	28675
No. of Advisors	6

Fee Structure

Subscription fees
Other (DEPOSIT FEES AND VOLUNTARY TIPS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	28675	$3,744,361
Individuals (other than high net worth individuals)	28221	$3,429,658
High net worth individuals	454	$314,703

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