Overview
Assets Under Management: $2.3 billion
Headquarters: LEAWOOD, KS
High-Net-Worth Clients: 114
Average Client Assets: $1.3 million
Frequently Asked Questions
BLOOOM, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168604), BLOOOM, INC. is subject to fiduciary duty under federal law.
BLOOOM, INC. is headquartered in LEAWOOD, KS.
BLOOOM, INC. serves 114 high-net-worth clients according to their SEC filing dated May 18, 2018. View client details ↓
According to their SEC Form ADV, BLOOOM, INC. offers portfolio management for individuals. View all service details ↓
BLOOOM, INC. manages $2.3 billion in client assets according to their SEC filing dated May 18, 2018.
According to their SEC Form ADV, BLOOOM, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.43%
Average Client Assets: $1.3 million
Total Client Accounts: 18,956
Discretionary Accounts: 18,956
Regulatory Filings
CRD Number: 168604
Filing ID: 1219008
Last Filing Date: 2018-05-18 15:34:00