$39.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
225 ADV. Clients
9 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Wave vectorFrontier beacon
- Established Date
- 03-15-2017
- Office Locations
- 1
Office Locations
-- Westminster CO
About Bloom Financial, LLC
Bloom Financial, LLC is a Westminster-based RIA. The firm has been operating for 9 years. Managing $39.8M in total assets under management, with 2 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
64 AVG AGE
$19.9M AVG AUM / ADVISOR
$177.1K AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Insight optima Wave
Client Personas
Radial
Custodian
Foundation insight Alpha vector Legacy Fusion Atlas
Investment Themes
Matrix Matrix legacy Beacon
Investment Vehicles
Capital
Platform
Foundation peak
Services
Ridge Eagle foundation Oak Summit Insight Beacon ridge Vertex focus Delta
Technology
Harbor Signal
Owner & Executives
A
AMY LOUISE BLOOM
Owner
- CRD
- #5894672
- Ownership
- 50% but less than 75%
(243) 647-9092
frontier.crest@wavecapital.com
in linkedin.com/in/signal-peak
M
MITCHELL LEWIS BLOOM
Chief Compliance Officer, Managing Member
- CRD
- #1682361
- Ownership
- 50% but less than 75%
(516) 336-6281
pioneer.vital@matrixcapital.com
in linkedin.com/in/delta-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $39,838,753 | -- |
| Total | $39,838,753 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,838,753
Public Funds:
59.9% Equity - Exchange:
20.5% Cash:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,169,169,514 | 59.9% |
| Equity - Exchange | $1,769,081,386 | 20.5% |
| Cash | $1,691,414,399 | 19.6% |
| Total | $8,629,665,299 | 100.0% |