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Bleakley Financial Group, LLC

● SEC registered since 2022CRD 318366SEC# 801-123232Parsippany, NJ
Export (members)
Reg. AUM
$12.13B
Employees
176
Accounts
30,268
Location
Parsippany, NJ

Bleakley Financial Group, LLC assets under management

Bleakley Financial Group, LLC operates as an SEC-registered investment adviser based in Parsippany, NJ. The firm has been registered since 2022. It reports $12.1 billion in regulatory assets under management and employs 176 people.
twitter.com/bleakleygroupView on SEC.gov ↗

Bleakley Financial Group, LLC owners & executives

16 reported
NameTitleOwnershipSince
Andy Mark Schwartz ControlChief Executive Officer / MemberUnder 5%2014
Bleakley Holdings, LLC ControlManaging MemberOver 75%2023
Craig Barry WeissChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Bleakley Financial Group, LLC manage?

Bleakley Financial Group, LLC reports $12.1 billion in regulatory assets under management on its Form ADV.

How many employees does Bleakley Financial Group, LLC have?

Bleakley Financial Group, LLC reports 176 employees.

Where is Bleakley Financial Group, LLC located?

Bleakley Financial Group, LLC is based in Parsippany, NJ and has been SEC-registered since 2022.

Does Bleakley Financial Group, LLC disclose fund performance?

Bleakley Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Kimball Drive, Suite 310, Parsippany, NJ 07054
Phone(973) 575-4180
Fax(973) 494-0056
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$11.56B
Non-discretionary$572.2M
Total (RAUM)$12.13B