BLOOMSCHON CPAS LLC
Firm details
- Headquarters
- JERICHO, New York
- CRD number
- 317803
- Website
- www.bloomschoncpas.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bloomschon CPAs LLC operates as a limited liability company specializing in accounting and financial advisory services. The firm focuses on providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. As a capital allocator, Bloomschon CPAs LLC engages in investment activities that reflect a commitment to personalized financial solutions for its clients. The firm does not actively pursue ESG investments and operates without multi-state advisory capabilities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2LAURENCE BLOOM
Founding MemberCRD 7473439
RICHARD SCHON
Member and Manager CRD 7470086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JERICHO, NY
NASSAU
Location
JERICHO, NY
Headquartered in JERICHO, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 375 N Broadway
- Time zone
- ET (UTC-5)
- Office locations
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