CRD: 289027
Bloomfield Asset Management, INC
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-2017
- Office Locations
- 1
Office Locations
About Bloomfield Asset Management, INC
Bloomfield Asset Management is an independent, fee-only RIA in Parker, CO providing investment management and comprehensive wealth management for individuals, families, and businesses, including entrepreneurs, professionals (incl. physicians), investors, and pre/post retirees. Portfolios are actively managed, customized, and non-proprietary, with ETF-centric implementation; custodied at Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
PATRICK ALLAN BLOOMFIELD
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1073025
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,055,039 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,055,039 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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