Bloom Advisors, Inc.
● SEC registered since 1995CRD 106152SEC# 801-49217Farmington Hills, MI
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Bloom Kravis Control | Partner | Financial Advisor | 25-50% | 2026 |
| Kenneth J Bloom Control | Vice President, Chief Compliance Officer | 25-50% | 2005 |
| Richard J Bloom Control | President | 25-50% | 2005 |
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Join to unlock · $37/moFrequently 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
| Address | 31275 Northwestern Hwy, Suite 145, Farmington Hills, MI 48334-2531 |
| Phone | 248-932-5200 |
| Fax | 248-932-5201 |
| Office hours | 9a.m. -5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.62B▲ 24%
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