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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-10-2024
- Office Locations
- 1
Office Locations
About Full Bloom Financial
Full Bloom Financial is a fee-only fiduciary registered investment advisor providing holistic financial planning and investment management for Christian women, their families, and faith-minded women business owners. The firm offers an initial plan and ongoing planning, with Biblically Responsible Investing to align portfolios with Christian values. Works from Northville, MI with in-office or virtual meetings nationwide, using a transparent flat-fee (no commissions) structure.
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Owner & Executives
MICHELLE R BROW
Chief Compliance Officer, Financial Planner, PRINCIPAL
- CRD
- #5919875
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,352,706 | -- |
| Total | $1,352,706 | -- |
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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 |
| Total | Available | Available |
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