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BLOOM ADVISORS
31275 Northwestern Hwy
Suite 145
Farmington Hills, Michigan 48334-2531
Tel: 248-932-5200
About BLOOM ADVISORS
BLOOM ADVISORS, formally registered with the SEC as BLOOM ADVISORS. The firm was established in 05/22/1995. They have over 1 offices throughout the country.
BLOOM ADVISORS is a Farmington Hills, Michigan based Financial Planning firm with nearly $1,305,417,356 assets under management, offering retirement planning & investment advisory services to 1177 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106152 |
| SEC# | 801-49217 |
| Assets Managed by Firm | $1,305,417,356 |
| No. of Clients | 1177 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1177 | $1,305,417,356 |
| Individuals (other than high net worth individuals) | 747 | $362,284,351 |
| High net worth individuals | 430 | $943,133,005 |
More Retirement Planning firms in Farmington Hills, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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