AdvizorPro
Full Bloom Financial

Full Bloom Financial. CRD 330572

Full Bloom Financial logo

CRD: 330572

Full Bloom Financial

$1.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
BNY Mellon · Charles Schwab & Company · Pershing
Clients
Retail
Platforms
Available
Established Date
06-10-2024
Office Locations
1

Office Locations

235 E Main ST Suite 105b Northville MI

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.

Team overview

50 AVG AGE
$1.4M AVG AUM / ADVISOR
$135.3K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

MICHELLE R BROW

MICHELLE R BROW

Chief Compliance Officer, Financial Planner, PRINCIPAL

CRD
#5919875
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $1,352,706 --
Total $1,352,706 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Total Available Available

Continue browsing

View all advisor firms in Michigan

Start a free trial and
prospect smarter