Bloomfield Capital Holdings, LLC
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Overview
Bloomfield Capital Holdings, LLC operates as a financial advisor firm that has its headquarters in Birmingham, Michigan. Bloomfield Capital Holdings, LLC manages $387.2 million in assets under management over seven customer accounts, making it one of the larger investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 11 financial advisors. Bloomfield Capital Holdings, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like bonds, options and equities.
Bloomfield Capital Holdings, LLC administers all of the firm's accounts in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by an investment advisor without needing the client's approval. The advisory firm's typical account size is $55.3 million. The average financial advisor at Bloomfield Capital Holdings, LLC manages fewer than one client account, placing it among the most individualized firms in the country.
Bloomfield Capital Holdings, LLC's central office is located at 700 Forest Ave, Birmingham, Michigan 48009. The firm is permitted to provide services to clients in the state of Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bloomfield Capital Holdings, LLC by the Numbers
$387.2 million
19
7
$55.3 million
Fee Structure
Financial management fees usually depend on the financial services provided. Fee types charged by Bloomfield Capital Holdings, LLC may include the following fee types: asset-based or performance-based. Bloomfield Capital Holdings, LLC does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its seven accounts, Bloomfield Capital Holdings, LLC's largest client group is pooled investment vehicles. None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bloomfield Capital Holdings, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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