Bloom Advisors

Overview

Bloom Advisors is an SEC registered investment adviser based in Farmington Hills, MI, registered since 1995. It reports $1.6B in assets under management across 1,166 accounts, with 21 employees. It has 12 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

100%

Accounts

1,166

Average account

$1.4M

Employees

21

Advisory reps

12

Registered since

1995

Jurisdictions

10

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Richard J Bloom President CRD 4369364
• Kenneth J Bloom Vice President, Chief Compliance Officer CRD 4369363
• Jennifer Bloom Kravis Partner, Financial Advisor CRD 8090013

1 more executive officer, with direct contact details

Advisory reps 3 of 12

• Kenneth J Bloom Investment Adviser Rep CRD 4369363
• Richard J Bloom Investment Adviser Rep CRD 4369364
• Colin Stewart Fraser Investment Adviser Rep CRD 6602145

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

31275 Northwestern Hwy Ste 145
Farmington Hills, MI 48334

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: bloomadvisors.com

Every state, with registration dates

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