Bloomfield Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$67,460,799
Clients
43
40% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$1,568,856
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
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Retirement income strategy
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 location
Bloomfield Asset Management, Inc.
Sanibel FL, United States
Number of offices
2
Most active in
Bloomfield Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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