BLEAKLEY FINANCIAL GROUP, LLC
Latest filing: Apr 30, 2025 (94 days ago)
AUM
$10,066,772,972
10% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
153
-3% change vs. 1 year ago
1812% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
PARSIPPANY, NJ
300 KIMBALL DRIVE, PARSIPPANY, NJ, UNITED STATES, 7054
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $9.6 |
| Non-Discretionary | $0.5 |
| Total | $10.1 |
| Client | AUM |
|---|---|
| Retail | $9.5 |
| Pooled | $0.0 |
| Institutional | $0.5 |
| Total | $10.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 4,218 | $1.2 |
| Average Individual AUM | $293,959 | |
| HNW | 2,464 | $8.3 |
| Average HNW AUM | $3,362,340 | |
| Retail Total | 6,682 | $9.5 |
| Average Retail AUM | $1,425,430 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $4.3 |
| LPL FINANCIAL LLC | FORT MILL-SC-USA | $3.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $10.1 |
| Retail SMA AUM | $9.5 |
| Institutional SMA AUM | $0.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 23% | $2.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.1 |
| Municipal | 2% | $0.2 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 67% | $6.7 |
| Other Pools | 1% | $0.1 |
| Cash | 6% | $0.6 |
| Other | 0% | $0.0 |
| Total | 100% | $10.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| AXELROD, MICHAEL, IAN | MEMBER |
| BOOCKVAR, PETER, DAVID | CHIEF INVESTMENT OFFICER |
| COONEY, JOHN, DAVID | MEMBER |
| SCHWARTZ, ANDY, MARK | MEMBER, MANAGER/MEMBER |
| SCHWARTZ, SCOTT, DAVID | MEMBER |
| GREEN, LESLIE, ANN | CHIEF COMPLIANCE OFFICER |
| NAUHEIMER, VINCENT, JOHN | CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
77 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| STEPHEN KUHN | FAIRFIELD | NJ | S63|1999-08-17|S65|2022-09-16 | ||||||
| KYLE WESLEY | FAIRFIELD | NJ | S66|2014-01-31 | ||||||
| MATTHEW RENOV | FAIRFIELD | NJ | S66|2016-05-16 | ||||||
| SAMUEL URSO | FAIRFIELD | NJ | S63|2004-09-10|S66|2007-07-20 | CHARTERED FINANCIAL CONSULTANT | |||||
| STEPHEN STONE | FAIRFIELD | NJ | S63|1985-04-22|S66|2005-11-09 | CHARTERED FINANCIAL CONSULTANT | |||||
| JOSEPH SRESHTA | FAIRFIELD | NJ | S63|1986-05-14 | CHARTERED FINANCIAL CONSULTANT | |||||
| PAUL THOMPSON | FAIRFIELD | NJ | S66|2020-05-15 | ||||||
| NATHAN BARBAKOFF | FAIRFIELD | NJ | S66|2013-06-07 | ||||||
| JOHN PATTERSON | FAIRFIELD | NJ | S63|2002-03-08|S65|2005-08-19 | CERTIFIED FINANCIAL PLANNER | |||||
| MARK FELDMAN | FAIRFIELD | NJ | S63|2002-01-11|S66|2006-09-13 | CERTIFIED FINANCIAL PLANNER | |||||
| DAVID SCHWARTZ | FAIRFIELD | NJ | S63|2010-08-03|S65|2015-04-10 | ||||||
| JUSTIN ERFER | FAIRFIELD | NJ | S66|2014-06-30 | ||||||
| AMARA DELSERRO | FAIRFIELD | NJ | S65|2022-03-05 | ||||||
| DANTE PETULLO | FAIRFIELD | NJ | S66|2023-06-03 | ||||||
| MONICA PYRYT | FAIRFIELD | NJ | S66|2015-05-01 | CERTIFIED FINANCIAL PLANNER | |||||
| SCOTT SCHWARTZ | FAIRFIELD | NJ | S63|1985-11-11|S66|2006-09-22 | CERTIFIED FINANCIAL PLANNER | |||||
| JASON KLINEDINST | FAIRFIELD | NJ | S66|2006-04-29|S65|2020-05-29 | ||||||
| JOSEPH GESLAO | FAIRFIELD | NJ | S63|1995-02-03|S66|2006-07-20 | CHARTERED FINANCIAL CONSULTANT | |||||
| DANIEL AGUANNO | FAIRFIELD | NJ | S66|2011-03-22 | CERTIFIED FINANCIAL PLANNER | |||||
| DAVID MECCA | FAIRFIELD | NJ | S66|2013-07-03 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $10.1 | $0.0 | 0% | 153 | 0 | 0% |
| 2025-04-21 | $10.1 | $0.0 | 0% | 153 | 0 | 0% |
| 2024-04-02 | $9.2 | $0.9 | 10% | 158 | -5 | -3% |
| 2023-04-04 | $7.5 | $2.6 | 35% | 165 | -12 | -7% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 8 | 145 | 1812% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, AK-02/12/2024, AL-06/30/2022, AR-06/30/2022, AZ-02/14/2022, CA-06/30/2022, CO-02/14/2022, CT-02/14/2022, DC-06/30/2022, DE-06/30/2022, FL-02/14/2022, GA-02/14/2022, HI-06/30/2022, IA-06/30/2022, ID-06/30/2022, IL-07/11/2022, IN-06/30/2022, KS-06/30/2022, KY-06/30/2022, LA-06/30/2022, MA-02/14/2022, MD-06/30/2022, ME-06/30/2022, MI-02/14/2022, MN-06/10/2022, MO-06/30/2022, MS-06/30/2022, MT-06/30/2022, NC-06/30/2022, ND-03/31/2023, NE-06/30/2022, NH-06/30/2022, NJ-02/14/2022, NM-06/30/2022, NV-06/30/2022, NY-02/14/2022, OH-02/14/2022, OK-06/30/2022, OR-06/30/2022, PA-02/14/2022, PR-06/30/2022, RI-06/30/2022, SC-06/30/2022, SD-06/30/2022, TN-06/30/2022, TX-02/14/2022, UT-06/30/2022, VA-02/14/2022, VI-06/30/2022, VT-06/30/2022, WA-06/30/2022, WI-02/14/2022, WV-06/30/2022, WY-06/30/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV