BARCLAY BRELAND FAMILY OFFICE LLC

BARCLAY BRELAND FAMILY OFFICE
JUPITER, Florida·5 registered advisors·CRD# 168626
SEC# 801-786650561-275-2842
01

Firm Overview

AUM
$73M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BARCLAY BRELAND FAMILY OFFICE LLC

5 registered advisors
Christopher Breland Kelly
JUPITER, Florida
Joy Elizabeth Rose
JUPITER, Florida
Mark Hermann Renz
JUPITER, Florida
Michael Roscoe
PALM BEACH GARDENS, Florida
William Eickhoff
JUPITER, Florida
05

Office Locations

JUPITER, Florida
4 advisors
PALM BEACH GARDENS, Florida
1 advisor

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Data sourced from SEC Form ADV filings. BARCLAY BRELAND FAMILY OFFICE LLC (CRD# 168626) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.