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| Bleakley Financial Group LLC
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|---|---|
| CRD # | 318366 |
| SEC # | 801-123232 |
| CIK # | 0001936953 |
| AUM | 15.13 B (2026-04-07) |
| Employees | 205 (51% Investors, 26% Brokers) |
| Fees | |
| Minimum | |
| 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 | 0.2 | |
| Nvidia Corp | 0.1 | |
| Microsoft Corp | 0.1 | |
| Amazon Com Inc | 0.1 | |
| Sprott Physical Gold Trust | 0.1 | |
| Alphabet Inc | 0.1 | |
| Broadcom Inc | 0.1 | |
| Alphabet Inc | 0.1 | |
| SPDR Gold Trust | 0.1 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,524 | 1.9 |
| (b) Individuals (high net worth individuals) | 2,934 | 12.5 |
| (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 | 167 | 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 | 22 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 28,204 | 15.1 |
| By Discretionary | ||
| Discretionary | 27,985 | 14.5 |
| Non-Discretionary | 219 | 0.7 |
| Total | 28,204 | 15.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.1 | |
| Total | 28,204 | 15.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001936953] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 27 (1 non-US) |
| Serves | Institutional, Retail, Research |
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