Bloom Financial, LLC

Overview

Bloom Financial, LLC is an independent, owner-operated registered investment adviser that serves individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting outside managers on clients’ behalf. Its client-facing model appears to be primarily non-discretionary, and fees are charged as a percentage of assets under management along with other unspecified fee arrangements. Bloom Financial does not position itself as an ESG investor and is not organized as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives