RIA Intel›Advisers›Michigan›BLOOM ADVISORS, INC.

BLOOM ADVISORS, INC.

Advisory

N·FARMINGTON HILLS, MI

Data as of Jan 28, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+7.8%
3-Year CAGR
-1.0%
Employees
9
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,158
Team
Total Employees9
Investment Advisers21
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record36
First FilingMar 12, 2001
Latest FilingJan 28, 2026
🔒 Full AUM trend chart and 36 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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