BLOOM ADVISORS, INC.
Legal name: BLOOM ADVISORS
CRD #106152 SEC #801-49217 FARMINGTON HILLS, MI 248-932-5200
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
21
Clients
0
Accounts
1,158
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.4B | $1.4B | $0 | 21 | 0 |
| Aug 2025 | $1.4B | $1.4B | $0 | 21 | 0 |
| Mar 2025 | $1.4B | $1.4B | $0 | 21 | 0 |
| Jan 2025 | $1.3B | $1.3B | $0 | 21 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 21 | 0 |
| Feb 2024 | $1.3B | $1.3B | $0 | 21 | 0 |
| Feb 2023 | $1.2B | $1.2B | $0 | 19 | 0 |
| May 2022 | $1.4B | $1.4B | $0 | 19 | 0 |
| Feb 2021 | $1.3B | $1.3B | $0 | 20 | 0 |
| Feb 2021 | $1.3B | $1.3B | $0 | 20 | 0 |
| Oct 2020 | $1.2B | $1.2B | $0 | 20 | 0 |
| Jun 2020 | $1.2B | $1.2B | $0 | 20 | 0 |
| Feb 2020 | $1.2B | $1.2B | $0 | 20 | 0 |
| Feb 2019 | $1B | $1B | $0 | 18 | 0 |
| Feb 2018 | $1.2B | $1.2B | $0 | 18 | 0 |
| Feb 2017 | $1B | $1B | $0 | 18 | 1,300 |
| Feb 2016 | $1B | $1B | $0 | 18 | 1,300 |
| Feb 2015 | $1.1B | $1.1B | $0 | 18 | 1,300 |
| Jul 2014 | $1.1B | $1.1B | $0 | 17 | 1,200 |
| Jul 2014 | $1B | $1B | $0 | 17 | 1,200 |
| Feb 2014 | $1B | $1B | $0 | 17 | 1,200 |
| Aug 2013 | $843M | $843M | $0 | 17 | 1,200 |
| Jun 2013 | $843M | $843M | $0 | 17 | 1,200 |
| Mar 2013 | $843M | $843M | $0 | 17 | 1,200 |
| Jun 2012 | $733.3M | $733.3M | $0 | 11 | 1,200 |
| Feb 2012 | $733.3M | $733.3M | $0 | 11 | 1,200 |
| Mar 2011 | $747.1M | $747.1M | $0 | -- | -- |
| Mar 2010 | $684.6M | $684.6M | $0 | -- | -- |
| Jan 2008 | $727.8M | $727.8M | $0 | -- | -- |
| Feb 2007 | $623.1M | $623.1M | $0 | -- | -- |
| Feb 2006 | $482M | $482M | $0 | -- | -- |
| Sep 2005 | $386.1M | $386.1M | $0 | 10 | -- |
| Jan 2005 | $386.1M | $386.1M | $0 | 10 | -- |
| Jan 2004 | $312.7M | $312.7M | $0 | 10 | -- |
| May 2002 | $220.6M | $220.6M | $0 | -- | -- |
DateNov 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateAug 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateJan 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients0
DateFeb 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients0
DateFeb 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients0
DateMay 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees19
Clients0
DateFeb 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateFeb 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateFeb 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateFeb 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients0
DateFeb 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients0
DateFeb 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients1,300
DateFeb 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients1,300
DateFeb 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients1,300
DateJul 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients1,200
DateJul 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients1,200
DateFeb 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients1,200
DateAug 2013
Total AUM$843M
Discretionary$843M
Non-Disc.$0
Employees17
Clients1,200
DateJun 2013
Total AUM$843M
Discretionary$843M
Non-Disc.$0
Employees17
Clients1,200
DateMar 2013
Total AUM$843M
Discretionary$843M
Non-Disc.$0
Employees17
Clients1,200
DateJun 2012
Total AUM$733.3M
Discretionary$733.3M
Non-Disc.$0
Employees11
Clients1,200
DateFeb 2012
Total AUM$733.3M
Discretionary$733.3M
Non-Disc.$0
Employees11
Clients1,200
DateMar 2011
Total AUM$747.1M
Discretionary$747.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$684.6M
Discretionary$684.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$727.8M
Discretionary$727.8M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$623.1M
Discretionary$623.1M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$482M
Discretionary$482M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$386.1M
Discretionary$386.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$386.1M
Discretionary$386.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$312.7M
Discretionary$312.7M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$220.6M
Discretionary$220.6M
Non-Disc.$0
Employees--
Clients--