Insights

Target Client Segments Bloomfield Hills Financial specializes in providing personalized investment guidance to individuals, executives, and business owners, indicating an opportunity to offer tailored financial products and advanced advisory services to high-net-worth clients and corporate executives.

Acquisition Potential Having recently been acquired by Sageview Advisory Group for 1.8 billion dollars, there is potential to collaborate on cross-promotional efforts or introduce complementary financial solutions leveraging SageView's broad market reach and resources.

Growth and Expansion The company's strategic acquisitions, such as Michael Dallas Retirement Solutions, reflect an active expansion approach, presenting opportunities to offer integrated retirement planning and wealth management solutions to their growing client base.

Technology Integration Bloomfield Hills Financial employs a modern tech stack including Drupal, Nginx, LinkedIn, Facebook, and Twitter, which suggests receptiveness to digital marketing, client engagement tools, and innovative fintech solutions for enhanced service delivery.

Market Position With revenues between 10 and 25 million dollars and a relatively small team, the firm targets high-value clients in a competitive landscape of large firms, presenting opportunity for premium financial technology products, specialized advisory tools, and personalized service enhancements.

Bloomfield Hills Financial Tech Stack

Bloomfield Hills Financial uses 8 technology products and services including Google Conversion Tracking, Drupal, Google Fonts API, and more. Explore Bloomfield Hills Financial's tech stack below.

  • Google Conversion Tracking
    Advertising Networks
  • Drupal
    Content Management System
  • Google Fonts API
    Font Scripts
  • Lightbox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • Twitter
    Widgets

Bloomfield Hills Financial's Email Address Formats

Bloomfield Hills Financial uses at least 1 format(s):
Bloomfield Hills Financial Email FormatsExamplePercentage
FLast@bloomfieldhillsfinancial.comJDoe@bloomfieldhillsfinancial.com
94%
FirstLast@bloomfieldhillsfinancial.comJohnDoe@bloomfieldhillsfinancial.com
6%

Frequently Asked Questions

Where is Bloomfield Hills Financial's headquarters located?

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Bloomfield Hills Financial's main headquarters is located at 35980 Woodward Avenue Suite 300 Bloomfield Hills, Michigan 48304 United States. The company has employees across 1 continents, including North America.

What is Bloomfield Hills Financial's phone number?

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You can contact Bloomfield Hills Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bloomfield Hills Financial's official website and social media links?

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Bloomfield Hills Financial's official website is bloomfieldhillsfinancial.com and has social profiles on LinkedIn.

What is Bloomfield Hills Financial's SIC code NAICS code?

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Bloomfield Hills Financial's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Bloomfield Hills Financial have currently?

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As of February 2026, Bloomfield Hills Financial has approximately 27 employees across 1 continents, including North America. Key team members include President & Ceo, Registered Representative: K. V.Founder & Chief Executive Officer: K. D.Partner: E. M.. Explore Bloomfield Hills Financial's employee directory with LeadIQ.

What industry does Bloomfield Hills Financial belong to?

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Bloomfield Hills Financial operates in the Financial Services industry.

What technology does Bloomfield Hills Financial use?

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Bloomfield Hills Financial's tech stack includes Google Conversion TrackingDrupalGoogle Fonts APILightboxjQueryPHPGoogle AnalyticsTwitter.

What is Bloomfield Hills Financial's email format?

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Bloomfield Hills Financial's email format typically follows the pattern of FLast@bloomfieldhillsfinancial.com. Find more Bloomfield Hills Financial email formats with LeadIQ.

When was Bloomfield Hills Financial founded?

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Bloomfield Hills Financial was founded in 1999.

Bloomfield Hills Financial

Financial ServicesMichigan, United States11-50 Employees

In today's complex economic environment, a major difference between making money and keeping money is knowledge. Investment decisions vital to your economic security are far too important to be ignored or left to a machine...or to anyone whose primary responsibility is not you, the individual investor.

At Bloomfield Hills Financial, we believe in supplying primary financial care to our clients. Yes, there are other methods, but we believe none that work better.

We are an independently owned and managed company that provides investment guidance and excellent customer service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.

Securities offered through First Allied Securities, Inc., a registered broker/dealer, Member: FINRA/SIPC.  Advisory services offered through First Allied Advisory Services, Inc. a registered investment adviser.      www.finra.org         www.sipc.org

All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

Section iconCompany Overview

Headquarters
35980 Woodward Avenue Suite 300 Bloomfield Hills, Michigan 48304 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Bloomfield Hills Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Bloomfield Hills Financial's revenue is estimated to be in the range of $10M$25M

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