Christopher
Bloomstran

Semper Augustus Investments Group LLC

CRD#3154454
Investment Advisor
in Saint Louis, MO

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About this Advisor

Christopher Bloomstran is a chartered financial analyst working in Saint Louis, Missouri who has 25 years of industry experience. Bloomstran is an employee of Semper Augustus Investments Group LLC. They have been employed by Semper Augustus Investments Group Llc for their complete career. Bloomstran holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Colorado, Missouri and Texas. Semper Augustus Investments Group LLC is a firm headquartered in Littleton, CO. The firm has a total of seven financial advisors. It manages $477 million in assets between its 399 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves three charitable organizations. Of its 399 accounts, 63% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services usually are based on which service is offered. Fee types charged by Semper Augustus Investments Group LLC likely are comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

25 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

231 S Bemiston Ave Ste 925
Saint Louis, MO 63105

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Semper Augustus Investments Group LLC Brokerage Details

Total Assets Under Management

$477,230,365

MO Average: $2,349,664,866
Total Number of Employees

7

MO Average: 28
Total Number of Accounts

399

MO Average: 1,101
Average Account Size

$1,196,066

MO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Christopher Bloomstran Work History

Christopher has been registered as a financial advisor for 25 years.*

1998 - Present (26 years)

Semper Augustus Investments Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Bloomstran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Semper Augustus Investments Group LLC

Christopher Bloomstran
Saint Louis, MO
Chad Christensen
Littleton, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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