$36.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- Catalyst summitVector beacon
- Established Date
- 05-29-2020
- Office Locations
- 1
Office Locations
-- Doylestown PA
About Bloomer Financial Planning LLC
Bloomer Financial Planning LLC is a Doylestown-based RIA. The firm has been operating for 6 years. Managing $36.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and State Street. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
62 AVG AGE
$36.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Horizon Summit Prime prime Ember
Client Personas
Frontier matrix
Custodian
Optima
Investment Themes
Timber signal Bridge Prime Pathway
Investment Vehicles
Matrix
Platform
Signal ridge
Services
Summit Unison frontier Crest summit Wave north Foundation north Alpha Ember matrix
Technology
Quantum Zenith
Owner & Executives
J
James Arthur Bloomer
Owner
- CRD
- #7257216
- Ownership
- 75% or more
(404) 773-9060
unison.ember@matrixcapital.com
in linkedin.com/in/prime-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $36,000,000 | -- |
| Total | $36,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,000,000
Equity - Exchange:
24.8% Equity - OTC:
75.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $763,082,234 | 24.8% |
| Equity - OTC | $2,313,862,256 | 75.2% |
| Total | $3,076,944,490 | 100.0% |