Bloom Asset Management, Inc.

Bloom Asset Management, Inc. (CRD# 106152) is a financial advisory firm headquartered in Farmington, MI. They manage $1,005,756,536 in 4,377 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,006
    MILLION
  • Total Number of Accounts
    4,377
    ACCOUNTS
  • Average Account Value
    $229,782
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, NY, PA, TX, VA

Financial Advisors at Bloom Asset Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Jack K. Riashi
CRD#: 1670490
31275 Northwestern Hwy, Suite 145, Farmington, MI 48334
96
Wealthminder
score

Jack Riashi (CRD# 1670490) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington, MI and has over 29 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
31275 Northwestern Hwy, Suite 145, Farmington, MI 48334
93
Wealthminder
score

Kenneth Bloom (CRD# 4369363) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington, MI and has over 6 years of experience in the finance industry.

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

Richard Bloom (CRD# 4369364) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington, MI and has over 6 years of experience in the finance industry.

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

Jonathan Goldberg (CRD# 1513442) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington, MI and has over 6 years of experience in the finance industry.

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

Corey Weintraub (CRD# 2970664) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington, MI and has over 17 years of experience in the finance industry.

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

Brian Weisberger (CRD# 2647280) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington, MI and has over 21 years of experience in the finance industry.

7
Scott Whyte
CRD#: 1891582
31275 Northwestern Hwy, Suite 145, Farmington, MI 48334
93
Wealthminder
score

Scott Whyte (CRD# 1891582) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington, MI and has over 28 years of experience in the finance industry.

8
Cynthia M. Szymanski
CRD#: 5755685
31275 Northwestern Hwy, Suite 145, Farmington, MI 48334
90
Wealthminder
score

Cynthia Szymanski (CRD# 5755685) is an Investment Advisor Representative working at Bloom Asset Management, Inc. in Farmington, MI 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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