BLOOMER FINANCIAL PLANNING LLC

BLOOMER FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 309080). Regulatory assets under management: $36.0M.

Registration

• CRD: 309080
• Type: Registered investment adviser
• Phone: 908-599-2345
• Latest filing: 2026-03-03
• Regulatory AUM: $36.0M
• Non-discretionary AUM: $36.0M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309080 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search