BLOOMSBURY ASSET MANAGEMENT LLP

LONDON·2 registered advisors·CRD# 298426
SEC# 801-1139790447548705859
01

Firm Overview

AUM
$4M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at BLOOMSBURY ASSET MANAGEMENT LLP

2 registered advisors
Jag Balfour
HELENA, Montana
Joshua Wright
HELENA, Montana
05

Office Locations

HELENA, Montana
2 advisors

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Data sourced from SEC Form ADV filings. BLOOMSBURY ASSET MANAGEMENT LLP (CRD# 298426) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.