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Bloom Advisors, Inc.

● SEC registered since 1995CRD 106152SEC# 801-49217Farmington Hills, MI
Export (members)
Reg. AUM
$1.62B
Employees
21
Accounts
1,166
Location
Farmington Hills, MI

Bloom Advisors, Inc. assets under management

Bloom Advisors, Inc. is an SEC-registered investment adviser based in Farmington Hills, MI. The firm has been registered since 1995. It reports $1.6 billion in regulatory assets under management and employs 21 people.

Bloom Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Jennifer Bloom Kravis ControlPartner | Financial Advisor25-50%2026
Kenneth J Bloom ControlVice President, Chief Compliance Officer25-50%2005
Richard J Bloom ControlPresident25-50%2005
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Frequently asked questions

How much does Bloom Advisors, Inc. manage?

Bloom Advisors, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Bloom Advisors, Inc. have?

Bloom Advisors, Inc. reports 21 employees.

Where is Bloom Advisors, Inc. located?

Bloom Advisors, Inc. is based in Farmington Hills, MI and has been SEC-registered since 1995.

Does Bloom Advisors, Inc. disclose fund performance?

Bloom Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address31275 Northwestern Hwy, Suite 145, Farmington Hills, MI 48334-2531
Phone248-932-5200
Fax248-932-5201
Office hours9a.m. -5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.62B▲ 24%
Jan '25 — $1.31BFeb '25 — $1.31BMar '25 — $1.41BApr '25 — $1.41BMay '25 — $1.41BJun '25 — $1.41BJul '25 — $1.41BAug '25 — $1.41BSep '25 — $1.41BOct '25 — $1.41BNov '25 — $1.41BDec '25 — $1.41BJan '26 — $1.41BFeb '26 — $1.41BMar '26 — $1.62BApr '26 — $1.62BMay '26 — $1.62BJun '26 — $1.62B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers

Assets under management

$1.62Bregulatory AUM
Discretionary $1.62B