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BLEAKLEY FINANCIAL GROUP, LLC

100 Passaic Avenue
Suite 300
Fairfield, New Jersey 07004
Tel: (973) 575-4180

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About BLEAKLEY FINANCIAL GROUP, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#318366
SEC#801-123232
Assets Managed by Firm$9,176,052,784
No. of Clients22440
No. of Advisors158

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (NON-INVESTMENT CONSULTING/IMPLEMENTATION SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total22440$9,176,052,784
Individuals (other than high net worth individuals)5291$2,064,014,104
High net worth individuals1899$7,054,343,256
Pension and profit sharing plans8$7,739,593
Charitable organizationsFewer than 5 clients$1,038,441
Corporations or other businesses16$48,917,390

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