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BLEAKLEY FINANCIAL GROUP, LLC

dba ONEPOINT BFG WEALTH PARTNERS · CRD 318366 · Registered Investment Adviser

BLEAKLEY FINANCIAL GROUP, LLC is a Registered Investment Adviser headquartered in PARSIPPANY, NJ. The firm reports $15,127,499,616 in regulatory assets under management across 28,204 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$14,457,603,315
Non-discretionary$669,896,301
Total RAUM$15,127,499,616
Accounts28,204

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 318366. adviserinfo.sec.gov/firm/summary/318366.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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