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

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