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ONEPOINT BFG WEALTH PARTNERS
BLEAKLEY FINANCIAL GROUP, LLC
CRD 318366 · SEC 801-123232
300 KIMBALL DRIVE, SUITE 310, PARSIPPANY, NJ, 07054, United States
Phone
(973) 575-4180
Fax
(973) 494-0056
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.13B
Discretionary AUM
$14.46B
Team
205 total employees; 104 advisory reps; 27 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsNON-INVESTMENT CONSULTING/IMPLEMENTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5524 | $1.94B |
| High net worth individuals | 2934 | $12.45B |
| Pension/profit sharing plans | 167 | $641.9M |
| Corporations/business entities | 22 | $95.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD