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| Happy Holidays!! thanks for using AUM13F!! |
| Bleakley Financial Group LLC
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|---|---|
| CRD # | 318366 |
| SEC # | 801-123232 |
| CIK # | 0001936953 |
| AUM | $12.1 B (2025-07-22) |
| Employees | 176 (55% Investors, 43% Brokers) |
| Phone | 973-575-4180 |
| Address | 300 Kimball Drive Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Sprott Physical Gold & Silver Trust | 0.2 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Sprott Physical Gold Trust | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Broadcom Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| iShares Silver Trust | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,996 | 1.5 |
| (b) Individuals (high net worth individuals) | 2,736 | 10.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 158 | 0.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 30,268 | 12.1 |
| By Discretionary | ||
| Discretionary | 30,080 | 11.6 |
| Non-Discretionary | 188 | 0.6 |
| Total | 30,268 | 12.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.1 | |
| Total | 30,268 | 12.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001936953] |
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|---|---|---|
|
Investment Research & Advisory Group Inc
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GA | 13.2 |
|
Goldman Sachs Asset Management Hong Kong Limited
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12.9 | |
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FL | 12.5 |
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NJ | 12.5 |
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Osaic Advisory Services LLC
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GA | 12.5 |
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CliftonLarsonAllen Wealth Advisors LLC
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MN | 12.3 |
|
Macquarie Investment Management Austria Kapitalanlage AG
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12.3 | |
|
Newedge Wealth LLC
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CT | 12.1 |
|
The Mather Group LLC
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IL | 11.7 |
|
Ameritas Advisory Services LLC
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NE | 11.5 |