BLEAKLEY FINANCIAL GROUP, LLC

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

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 Status	Approved
Firm CRD#	318366
SEC#	801-123232
Assets Managed by Firm	$9,176,052,784
No. of Clients	22440
No. of Advisors	158

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 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

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