Bloomfield Asset Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bloomfield Asset Management is a small, SEC‑registered independent advisory firm that provides discretionary investment and wealth management to a mix of individuals (including high‑net‑worth clients), trusts, foundations, and institutional or corporate clients. Services include portfolio management using mutual funds, ETFs, individual equity and debt securities, ongoing investment supervision, and advice on non‑custodied products such as variable life insurance, annuities and retirement plan rollovers.
The firm works from a documented client profile and written investment plan, implementing asset allocation across equities, fixed income and cash alternatives with periodic rebalancing and quarterly performance reviews. Bloomfield may engage third‑party managers on separate account sub‑advisory mandates and coordinates trading restrictions, performance reporting and administrative functions through its chosen service providers.
Distinctive features for a solo independent adviser include acting as the sponsor and manager of a legacy wrap‑fee program (the Bloomfield Asset Management Wrap Program), maintaining formal sub‑advisory relationships with other registered investment advisers and managers (including fee‑sharing arrangements), and serving charitable and corporate/business clients in addition to individual and family households — features that are less common among peers of similar size.
Client services
Expertise
Fee options
up to 1.50% annually, negotiable based on account size, complexity, activity, or other reasons
Account minimum: $50,000 Fee-only: Fees are based on a percentage of assets under management; no commissions accepted.
Main office
Sanibel FL
Advisors at this office
1
Most active in
Colorado · Florida
Also doing business as
Bloomfield Asset Management, Inc · Bloomfield Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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