Bleakley Financial Group, LLC
Bleakley Financial Group, LLC is a Parsippany, New Jersey-based registered investment adviser serving primarily high net worth individuals and families, with additional clients among individuals, small institutions, and pension/profit sharing plans. Founded as an independent wealth management and advisory firm, Bleakley has approximately 176 employees, with more than half engaged in investment-related roles. The firm operates nationally, providing comprehensive financial planning, asset management, and retirement strategy services to a diverse client base.
Investment Strategy
Bleakley Financial Group, LLC focuses on comprehensive, client-driven wealth management and financial planning. The firm’s investment strategy is tailored to high net worth individuals, blending diversified portfolio management with risk mitigation, tax efficiency, and long-term financial planning. Bleakley emphasizes personalization of investment solutions, offering access to a broad spectrum of investment vehicles including equities, fixed income, alternative assets, and pooled investments. As a fiduciary, Bleakley aligns investment portfolios with clients’ life goals, risk tolerance, and changing financial circumstances, employing a disciplined approach grounded in research and market analysis.
Top Holdings
Equity Positions (566)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 4.02% | $158.2M | 554,389 | $189.34 | $285.30 | +$23.6M |
C CEF | SPROTT PHYSICAL GOLD & SILVE | 3.87% | $152.3M | 5,058,879 | $18.12 | $30.10 | -$1.7M |
A AAPL | APPLE INC | 3.21% | $126.5M | 616,693 | $135.87 | $205.17 | -$7.0M |
M MSFT | MICROSOFT CORP | 2.97% | $116.9M | 235,111 | $277.38 | $497.41 | +$35.1M |
V VO | VANGUARD INDEX FDS | 2.85% | $112.1M | 400,702 | $222.32 | $279.83 | +$24.3M |