RIA Intel›Advisers›Colorado›BLOOMFIELD ASSET MANAGEMENT, INC

BLOOMFIELD ASSET MANAGEMENT, INC

Advisory

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in CO

#542

of 720 advisers by AUM

Average account

$1M

across 81 accounts

AUM per adviser

$96M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$96M

Discretionary %

100%

Clients

43

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, FL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

DAVID B. PATSTON, CPA, CFA

DENVER, CO

$96M

ISRAEL INVESTMENT ADVISORS, LLC

DENVER, CO

$96M

+5.0% 1Y

SPECTRUM WEALTH MANAGEMENT, LLC

$96M

FOCUS POINT CAPITAL LLC

$96M

-48.6% 1Y

1ST FINANCIAL SERVICES, LLC

DENVER, CO

$95M

+15.1% 1Y

ARKENSTONE FINANCIAL, LLC

MONUMENT, CO

$97M

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