BLOSSOM BALANCE LLC

Overview

Blossom Balance LLC is a small, independent registered investment adviser oriented to individual and family clients, with services also covering small businesses. The firm focuses on financial planning and discretionary portfolio management, charging clients via a mix of percentage-of-AUM, hourly engagements and fixed-fee arrangements. Investment activity centers on pooled public vehicles rather than direct-stock strategies; the firm deploys capital primarily through mutual funds and annuity solutions to meet client objectives. Blossom Balance does not position itself as an ESG investor and operates as a single-owner, independent RIA serving a limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices