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Bloom Advisors, Inc

Bloom Advisors, Inc Revenue

Investment ManagementFlag of USFarmington Hills, Michigan, United States11-20 Employees

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Bloom Advisors, Inc revenue & valuation

Annual revenue$1,283,325
Revenue per employee$86,000
Estimated valuation?$4,200,000
Total fundingNo funding

Key Contacts at Bloom Advisors, Inc

Flag of US

Stephanie Bloom Lucker

Director, Client Engagement

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Ken Bloom

Co-Founder

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Jennifer Bloom Kravis

Director Of Client Engagment

Company overview

Headquarters31275 Northwestern Hwy, Suite 145, Farmington Hills, Michigan 48323, US
Phone number+1483342531
Website
NAICS5231
Keywords
Wealth Management, College Planning, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Money Management
Founded1984
Employees11-20
Socials

Bloom Advisors, Inc Email Formats

Bloom Advisors, Inc uses 2 email formats. The most common is {first initial} (e.g., j@bloomassetmanagement.com), used 85.7% of the time.

FormatExamplePercentage
{first initial}
j@bloomassetmanagement.com
100%

About Bloom Advisors, Inc

Bloom began in the summer of 1984 with the belief that world class financial advice should be accessible to hardworking people. Back then, investment management services were only for the uber wealthy which seemed unfair given the opportunity we know investing brings. And so we sought to create a very different kind of financial firm that promised to always put our clients first, no exceptions. For over 35 years, we have refined a set of principles that guide our philosophy and mission as a firm. These are promises we make to each client who trusts us with their financial wellbeing. They are a non-negotiable part of our firm, and we are proud to exemplify each of these principles in everything we do. - Your best interest is our only interest. - You deserve total transparency. - We seek to uncomplicate the complicated. - We are here for your unique journey. - We earn your trust. - We believe in professional excellence always. We’re proud of the team we have built and the work we have done on behalf of our clients. We invite you to learn more about us at bloomadvisors.com.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
Director

Employees by Department

Bloom Advisors, Inc has 9 employees across 3 departments.

Departments

Number of employees

Funding Data

Bloom Advisors, Inc has never raised funding before.

Frequently asked questions

Bloom Advisors, Inc is located in Farmington Hills, Michigan, US.
You can reach Bloom Advisors, Inc at +1483342531.
Bloom Advisors, Inc generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.
Bloom Advisors, Inc has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Bloom Advisors, Inc was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.
Bloom Advisors, Inc has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
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most used
tier 1 accuracy

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