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BLOOM ADVISORS
BLOOM ADVISORS, INC.
CRD 106152 · SEC 801-49217
31275 NORTHWESTERN HWY, SUITE 145, FARMINGTON HILLS, MI, 48334-2531, United States
Phone
248-932-5200
Fax
248-932-5201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.62B
Discretionary AUM
$1.62B
Team
21 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 647 | $346.5M |
| High net worth individuals | 519 | $1.27B |
States served
AZ, CA, IL, LA, MI, NY, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD