Bloom Asset Management, Inc.

Bloom Asset Management, Inc. (CRD# 106152) is a financial advisory firm headquartered in Farmington Hills, MI. They manage $1,187,088,199 in 1,272 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,187
    MILLION
  • Total Number of Accounts
    1,272
    ACCOUNTS
  • Average Account Value
    $933,245
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, MI, NC, PA, TX, VA

Financial Advisors at Bloom Asset Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Jack K. Riashi
CRD#: 1670490
,
96
Wealthminder
score

Jack Riashi (CRD# 1670490) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in , and has over 30 years of experience in the finance industry. Jack Riashi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth J. Bloom
CRD#: 4369363
,
93
Wealthminder
score

Kenneth Bloom (CRD# 4369363) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in , and has over 8 years of experience in the finance industry.

3
Richard J. Bloom
CRD#: 4369364
31275 Northwestern Hwy, Suite 145, Farmington Hills, MI 48334
93
Wealthminder
score

Richard Bloom (CRD# 4369364) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington Hills, MI and has over 7 years of experience in the finance industry.

4
Jonathan M. Goldberg
CRD#: 1513442
31275 Northwestern Hwy, Suite 145, Farmington Hills, MI 48334
93
Wealthminder
score

Jonathan Goldberg (CRD# 1513442) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington Hills, MI and has over 7 years of experience in the finance industry.

5
Corey M. Weintraub
CRD#: 2970664
31275 Northwestern Hwy, Suite 145, Farmington Hills, MI 48334
93
Wealthminder
score

Corey Weintraub (CRD# 2970664) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington Hills, MI and has over 18 years of experience in the finance industry.

6
Brian Weisberger
CRD#: 2647280
31275 Northwestern Hwy, Suite 145, Farmington Hills, MI 48334
93
Wealthminder
score

Brian Weisberger (CRD# 2647280) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington Hills, MI and has over 22 years of experience in the finance industry.

7
Scott Whyte
CRD#: 1891582
,
93
Wealthminder
score

Scott Whyte (CRD# 1891582) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in , and has over 29 years of experience in the finance industry.

8
Cynthia M. Szymanski
CRD#: 5755685
,
90
Wealthminder
score

Cynthia Szymanski (CRD# 5755685) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in , and has 1 year of experience in the finance industry. Cynthia Szymanski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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