BLOOM ADVISORS
  • BLOOM ADVISORS
  • BLOOM ASSET MANAGEMENT, INC.
  • BLOOM ASSET MANAGEMENT LLC
  • BLOOM ADVISORS, INC.

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Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 05/22/1995
ADV Location FARMINGTON HILLS, MI, United States
Contact Info 248 xxxxxxx
Websites
AUM* 1,618,374,513 24%
of that, discretionary 1,618,374,513 24%
Number of Employees 21
of those in investment advisory functions 11 10%
Private Fund GAV* 0
Avg Account Size 1,387,971 25%
% High Net Worth 44.51% 22%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 1B 1B 925M 694M 462M 231M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name TAMA, BUDAJ & RAAB, PC Filing Date10/30/2024 Form ADV-E View Report
Accounting Firm Name TAMA, BUDAUJ & RAAB Filing Date04/18/2024 Form ADV-E View Report

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