RB
Richard J. Bloom
BLOOM ADVISORS | President
Farmington Hills, MI 48334-2531
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CRD#: 4369364
RB
Professional summary
Richard J Bloom is a registered financial advisor currently at BLOOM ADVISORS located in Farmington Hills, Michigan.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Richard has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BLOOM, BLOOM & ASSOCIATES, PC
31275 NORTHWESTERN HWY. #145
FARMINGTON HILLS, MI 48334
LAW FIRM. BUSINESS BEGAN 8/84. OWNER
CRS (Client Relationship Summary) - RIA
Click below to view Richard J Bloom's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 27, 2010 - Present
BLOOM ADVISORS
Office #1: 31275 Northwestern Hwy Suite 145, Farmington Hills, MI 48334-2531RIA
CRD#: 106152
Farmington Hills, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BLOOM ADVISORS
BLOOM ADVISORS | BLOOM ASSET MANAGEMENT, INC. | BLOOM ASSET MANAGEMENT LLC | BLOOM ADVISORS, INC.
CRD#: 106152 / SEC#: 801-49217
RIA
Registered Investment Advisory firm - (5/22/1995 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(10/27/2010)
Current Firm
BA
BLOOM ADVISORS
BLOOM ADVISORS | BLOOM ASSET MANAGEMENT, INC. | BLOOM ASSET MANAGEMENT LLC | BLOOM ADVISORS, INC.
CRD#: 106152 / SEC#: 801-49217
RIA
Registered Investment Advisory firm - (5/22/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
31275 Northwestern Hwy Suite 145, Farmington Hills, MI 48334-2531
Mailing Address
Phone number
(248) 932-5200
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,158 |
| AUM (Assets Under Management) | $ 1,407,680,642 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2024 | ||
| 04/18/2024 | ||
| 01/05/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLOOM ADVISORS
PresidentCRD#: 106152Farmington Hills, MI 48334-2531TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
