Overview
Assets Under Management: $106 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 21
Average Client Assets: $5.0 million
Frequently Asked Questions
BARCLAY BRELAND FAMILY OFFICE is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168626), BARCLAY BRELAND FAMILY OFFICE is subject to fiduciary duty under federal law.
BARCLAY BRELAND FAMILY OFFICE is headquartered in PALM BEACH GARDENS, FL.
BARCLAY BRELAND FAMILY OFFICE serves 21 high-net-worth clients according to their SEC filing dated August 29, 2018. View client details ↓
According to their SEC Form ADV, BARCLAY BRELAND FAMILY OFFICE offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BARCLAY BRELAND FAMILY OFFICE manages $106 million in client assets according to their SEC filing dated August 29, 2018.
According to their SEC Form ADV, BARCLAY BRELAND FAMILY OFFICE serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $5.0 million
Total Client Accounts: 129
Discretionary Accounts: 129
Regulatory Filings
CRD Number: 168626
Filing ID: 1238247
Last Filing Date: 2018-08-29 19:34:00