Advisor at Bloomfield Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bloomfield Asset Management, Inc.
Location
Sanibel, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
43 years
Patrick Bloomfield is the sole advisor at Bloomfield Asset Management, Inc. in Sanibel, FL, with 42 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to founding his independent firm in 2017, he worked with Wells Fargo Advisors Financial Network LLC starting in 2009. Bloomfield Asset Management is an independent, SEC-registered advisory firm serving individuals, trusts, foundations, and institutional clients. The firm provides discretionary portfolio management and wealth advisory services, utilizing a documented client profile and written investment plan to guide asset allocation and rebalancing.
Based on Bloomfield Asset Management, Inc.
Based on Bloomfield Asset Management, Inc.
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.
Sanibel, FL
Colorado · Florida
Bloomfield Asset Management, LLC
2017 - Present (9 years)
Wells Fargo Advisors Financial Network LLC
2009 - Present (17 years)
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