The BLEAKLEY FINANCIAL GROUP is a privately held investment adviser that advises $15.13Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BLEAKLEY FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 6,530.06% over the last 4-years.
The Group has been registered with the SEC for 4.46 years and is comprised of 1 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 300 KIMBALL DRIVE SUITE 310, PARSIPPANY, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 205 employees comprised of 104 investment and 101 non-investment staff. The total number of Employees increased by 925% over the last 4-years.
Their $15.13Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 189 other accounts. Assets of High Net Worth Individuals clients own $12.45Bn or 82.32% of Total Assets and Individuals own $1.94Bn or 12.8% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
BLEAKLEY FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.