Bloomwell 529 Education Savings Plan
$507K reported client assets across 1 advisory firms in FY2023 annual amendments
Reported client assets over time
$447K
$698K
2021
2023
Same-firm comparison: 1 firms that reported Bloomwell 529 Education Savings Plan in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Fiduciary Financial Group, Llc | $507K | $545M | 0.1% | 01/29/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.