Bleakley Financial Group, LLC

Bleakley Financial Group, LLC is an investment advisory firm established in 1994, based in Parsippany, NJ. They manage over $10 billion in client assets as of December 31, 2024, with a focus on customized financial planning and wealth management services. Bleakley serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations. The firm acts as a fiduciary, putting clients' best interests first and offering both discretionary and non-discretionary investment advisory services. Clients can participate in the Bleakley Wrap Program, where they are charged a single fee covering investment advisory services and custodial charges. The wrap fee is negotiable up to a maximum of 2.00% of assets managed by Bleakley. Clients may impose restrictions on Bleakley's services and are encouraged to review fees, custodial charges, and potential conflicts of interest outlined in the brochure. Bleakley offers proprietary investment strategies like Global Macro, Target Income, and Benestar, managed by their portfolio managers. Clients have access to custodian-sponsored programs, third-party investment managers, and Turnkey Asset Management Platforms. The firm's Code of Ethics ensures integrity and transparency in personal securities transactions and client interactions. Bleakley discloses potential conflicts of interest, referral fees, and compensation arrangements to maintain transparency with clients.