FULL BLOOM FINANCIAL

Overview

Full Bloom Financial is a small, independent registered investment adviser that targets individual and family clients. The firm emphasizes equity-oriented portfolios and identifies as an active ESG investor, integrating environmental, social and governance considerations into its selection of exchange-traded vehicles and mutual funds. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutional/business clients, and the selection of other advisers — indicating the firm can act as a capital allocator when clients require access to third-party managers. Business structure is a limited liability company owned by an individual. The firm charges fixed fees and operates largely in a non-discretionary capacity, which suggests client authorization is retained for trade decisions while the firm provides advice and model recommendations.

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Location & Offices