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Renee Jennifer Lewis

BLOOMFIELD CAPITAL HOLDINGS, LLC·BIRMINGHAM, Michigan
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280 NORTH OLD WOODWARD, BIRMINGHAM, MI 48009CRD# 6015685Firm CRD# 169198
01

About

Renee Jennifer Lewis is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with BLOOMFIELD CAPITAL HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BLOOMFIELD CAPITAL HOLDINGS, LLC
BLOOMFIELD CAPITAL HOLDINGS, LLC
AUM
$403M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at BLOOMFIELD CAPITAL HOLDINGS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6015685
Firm CRD# 169198
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Renee Jennifer Lewis offer?
Renee Jennifer Lewis specializes in Retirement Planning. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Renee Jennifer Lewis's credentials?
Renee Jennifer Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Renee Jennifer Lewis located?
Renee Jennifer Lewis is based in BIRMINGHAM, Michigan, working with BLOOMFIELD CAPITAL HOLDINGS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Renee Jennifer Lewis charge for services?
Renee Jennifer Lewis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLOOMFIELD CAPITAL HOLDINGS, LLC?
BLOOMFIELD CAPITAL HOLDINGS, LLC has approximately 19 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BIRMINGHAM
Bradford Nicholas Giaimo — Q3 ASSET MANAGEMENT CORPORATIONAdam Robert Quiring — Q3 ASSET MANAGEMENT CORPORATIONNathan Goldbaum — CIPHER CHAIN CAPITAL, LLCNicholas Scott Coburn — BLOOMFIELD CAPITAL HOLDINGS, LLCRobert Anthony Sajdak — WILSON, KEMP & ASSOCIATES, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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