BLEAKLEY FINANCIAL GROUP, LLC

FAIRFIELD, New Jersey·12 registered advisors·CRD# 318366
SEC# 801-12323220(973) 575-4180
01

Firm Overview

AUM
$9.2B
Regulatory assets under management
Employees
158
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at BLEAKLEY FINANCIAL GROUP, LLC

12 registered advisors
Andy Mark Schwartz
FAIRFIELD, New Jersey
Craig Barry Weiss
FAIRFIELD, New Jersey
Jeremy Robert Groff
FAIRFIELD, New Jersey
John David Cooney
FAIRFIELD, New Jersey
John Reed Finney
FAIRFIELD, New Jersey
Joseph John Duran
FAIRFIELD, New Jersey
Michael Ian Axelrod
FAIRFIELD, New Jersey
Patrick Daniel Hayes
FAIRFIELD, New Jersey
Peter David Boockvar
FAIRFIELD, New Jersey
Richard Lewis Zack
FAIRFIELD, New Jersey
Scott David Schwartz
FAIRFIELD, New Jersey
Vincent John Nauheimer
FAIRFIELD, New Jersey
05

Office Locations

FAIRFIELD, New Jersey
12 advisors

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Data sourced from SEC Form ADV filings. BLEAKLEY FINANCIAL GROUP, LLC (CRD# 318366) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.