Marcus
Bloom
Donaldson Capital Management LLC
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About this Advisor
Marcus Bloom is a financial advisor based in Atlanta, Georgia, working with Donaldson Capital Management LLC. Marcus has previously held positions at Signator Investors, Inc, Royal Alliance Associates, Inc, Donaldson Capital Management, LLC, Array Partners LLC, Lifestyle Freedom Advisory Group, LLC, Transamerica Financial Advisors, Inc, The Core Group, and as a sole proprietor. Marcus has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Marcus is part of Donaldson Capital Management LLC, which operates out of Atlanta, Georgia. The firm has 3 offices and 61 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Donaldson Capital Management LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Donaldson Capital Management LLC Brokerage Details
$2,677,442,196
61
1,716
$1,560,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Marcus Bloom Work History
Donaldson Capital Management, LLC
Array Partners LLC
Lifestyle Freedom Advisory Group, LLC
Royal Alliance Associates, Inc
Signator Investors, Inc
The Core Group
Transamerica Financial Advisors, Inc
Marcus Bloom Sole Proprietor
Disclosures
Please visit the SEC profile of Marcus Bloom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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