Bloomfield Hills Financial
About Bloomfield Hills Financial
Bloomfield Hills Financial is an independent financial planning and wealth management advisory firm that provides investment management and asset allocation and retirement planning for retirees and pre-retirees. It specializes in serving auto-industry employees. On October 19th, 2021, Bloomfield Hills Financial was acquired by SageView Advisory Group. Terms of the transaction were not disclosed.
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Latest Bloomfield Hills Financial News
Oct 19, 2021
SageView Advisory acquires $1.8 billion Michigan RIA The purchase of Bloomfield Hills Financial brings SageView 50 employees and six locations. October 19, 2021 Bloomfield is led by Kevin VanDyke, who will join SageView as managing director. In total, the acquisition brings SageView 50 employees in six locations, including two in Michigan, and one each in California, Colorado, Massachusetts, and Texas.
Bloomfield Hills Financial Acquisitions
1 Acquisition
Bloomfield Hills Financial acquired 1 company. Their latest acquisition was Michael Dallas Retirement Solutions on November 01, 2016.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
11/1/2016 | Acquired | 2 |
Date | 11/1/2016 |
|---|---|
Investment Stage | |
Companies | |
Valuation | |
Total Funding | |
Note | Acquired |
Sources | 2 |
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