BLOOOM, INC.

3 registered advisors·CRD# 168604
SEC# 801-785560888-446-8416
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Subscription fees
03

Specialties

Investment Management
04

Advisors at BLOOOM, INC.

3 registered advisors
Chris Kyle Costello
LEAWOOD, Kansas
Gregory Smith
LEAWOOD, Kansas
Shannon Marie Duncan
LEAWOOD, Kansas
05

Office Locations

LEAWOOD, Kansas
3 advisors

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Data sourced from SEC Form ADV filings. BLOOOM, INC. (CRD# 168604) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.