BLOOM INVESTMENT ADVISORS, LLC
CRD #317405 SEC #801-122795 SAN FRANCISCO, CA 323-879-8385
SEC Registered
Total AUM
$11.6M
Discretionary
$11.6M
Employees
6
Clients
0
Accounts
60,212
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $11.6M | $11.6M | $0 | 6 | 0 |
| Mar 2025 | $11.6M | $11.6M | $0 | 6 | 0 |
| Jul 2024 | $3.7M | $0 | $3.7M | 6 | 0 |
| Apr 2024 | $3.7M | $0 | $3.7M | 6 | 0 |
| Mar 2024 | $3.7M | $0 | $3.7M | 6 | 0 |
| Jan 2024 | $643K | $0 | $643K | 6 | 0 |
| May 2023 | $643K | $0 | $643K | 6 | 0 |
| May 2023 | $643K | $0 | $643K | 6 | 0 |
| Mar 2023 | $643K | $0 | $643K | 6 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$11.6M
Discretionary$11.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$11.6M
Discretionary$11.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$3.7M
Discretionary$0
Non-Disc.$3.7M
Employees6
Clients0
DateApr 2024
Total AUM$3.7M
Discretionary$0
Non-Disc.$3.7M
Employees6
Clients0
DateMar 2024
Total AUM$3.7M
Discretionary$0
Non-Disc.$3.7M
Employees6
Clients0
DateJan 2024
Total AUM$643K
Discretionary$0
Non-Disc.$643K
Employees6
Clients0
DateMay 2023
Total AUM$643K
Discretionary$0
Non-Disc.$643K
Employees6
Clients0
DateMay 2023
Total AUM$643K
Discretionary$0
Non-Disc.$643K
Employees6
Clients0
DateMar 2023
Total AUM$643K
Discretionary$0
Non-Disc.$643K
Employees6
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0