Blooom is an investment advisor in Overland Park.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
462373476
SEC advisor number
801-78556
FINRA CRD number
168604
Employees
1
Address
Blooom
5325 WEST 115TH PLACE
LEAWOOD
KS 66211
5325 WEST 115TH PLACE
LEAWOOD
KS 66211
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Phone
(888) 446-8416
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Costello, Chris, Kyle | CEO, CCO, and Investment Advisor Representative | 08/2019 | 10-25% |
Conard, Kevin, Morris | Co-founder and Investment Advisor Representative | 08/2013 | 10-25% |
Auf Der Heide, Randy | Co-founder | 08/2013 | 10-25% |
DST Systems, Inc. | Shareholder | 09/3015 | 5-10% |
Qed Fund III, L.P. | Shareholder | 09/2015 | 5-10% |
Rcla Trust DTD 4/5/2012 | Shareholder | 10/2016 | 5-10% |
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
23 Sep 21