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Investment advisory and financial planning services offered through bleakley financial group, llc, an sec registered investment adviser, doing business as onepoint bfg wealth partners. Bleakley financial group is based out of fairfield, nj, and has a total of 16 office locations across 13 states. Bleakley financial group, a wealth advisory and financial planning firm, said july 22 it was rebranding itself to onepoint bfg wealth partners
To build lifelong relationships that. Bleakley financial group manages $10.1 billion and provides investment advisory services for 6,850 clients (1:91 advisor/client ratio). $12bn bleakley financial group unveils rebrand as onepoint bfg andy schwartz, bleakley's ceo, told citywire the change to onepoint bfg followed input from numerous stakeholders and participation by the ria's backer, rise growth partners.
The $12 billion bleakley, which is backed by joe duran's rise growth, will now go by onepoint to signify that it provides all aspects of clients' financial needs.
Bleakley's financial professionals, called advisors (also referred to in this brochure as bleakley's advisors, the advisor or its advisors), offer its clients (individuals, business entities, trusts, estates and charitable organizations, etc.) investment advisory services on a discretionary basis. Bleakley financial group, registered in 2022, serves 53 state (s) with a licensed staff of 75 advisors
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