100 Passaic Avenue
Suite 300
Fairfield, New Jersey 07004
Tel: (973) 575-4180
BLEAKLEY FINANCIAL GROUP, LLC, formally registered with the SEC as BLEAKLEY FINANCIAL GROUP, LLC. The firm was established in 02/14/2022. They have over 23 offices throughout the country.
BLEAKLEY FINANCIAL GROUP, LLC is a Fairfield, New Jersey based Financial Planning firm with nearly $9,176,052,784 assets under management, offering retirement planning & investment advisory services to 22440 clients. The firm is staffed with 158 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 318366 |
SEC# | 801-123232 |
Assets Managed by Firm | $9,176,052,784 |
No. of Clients | 22440 |
No. of Advisors | 158 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 22440 | $9,176,052,784 |
Individuals (other than high net worth individuals) | 5291 | $2,064,014,104 |
High net worth individuals | 1899 | $7,054,343,256 |
Pension and profit sharing plans | 8 | $7,739,593 |
Charitable organizations | Fewer than 5 clients | $1,038,441 |
Corporations or other businesses | 16 | $48,917,390 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
Explore More Retirement Advisors in Fairfield, New Jersey