BLOOMFIELD CAPITAL HOLDINGS, LLC

700 Forest Ave
Birmingham, Michigan 48009
Tel: (248) 745-1700

About BLOOMFIELD CAPITAL HOLDINGS, LLC

BLOOMFIELD CAPITAL HOLDINGS, LLC, formally registered with the SEC as BLOOMFIELD CAPITAL HOLDINGS, LLC. The firm was established in 06/08/2018. They have over 2 offices throughout the country.

BLOOMFIELD CAPITAL HOLDINGS, LLC is a Birmingham, Michigan based Financial Planning firm with nearly $402,699,159 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169198
SEC#	801-113423
Assets Managed by Firm	$402,699,159
No. of Clients	9
No. of Advisors	19

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$402,699,159

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