Money Blossoms
Firm details
- Headquarters
- ,
- CRD number
- 318218
- Website
- moneyblossoms.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.62%
- Individuals31.38%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Money Blossoms is an independent, Oregon-registered RIA organized as an LLC that serves individual and family clients. The firm combines advisory services with accounting capabilities and positions itself as a capital allocator and selector of other advisers. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, running educational seminars and workshops, and sourcing third-party advisers when appropriate. Fee arrangements include a percentage of assets under management, hourly fees, and fixed-fee engagements. The firm does not identify as an ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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