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BLOOMFIELD ASSET MANAGEMENT, INC

CRD 289027

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$96.1M

Discretionary AUM

$96.1M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-10

Disciplinary history

No

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  • SEC IAPD

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  • FINRA BrokerCheck

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Services

Portfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals26$31.6M
High net worth individuals17$35.8M

All web addresses on file

Official SEC filing: View on IAPD