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Building 2BARCLAY BRELAND FAMILY OFFICE

Map pinJUPITER, FL
Phone561-275-2842
NotebookSEC #801-78665
Total AUM
$72.9M
Employees
2
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 UNIVERSITY BLVD.
SUITE 205
JUPITER
FL 33458
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
561-275-2842

ReceiptFinancials

Total AUM
$72.9M
Accounts
128
Discretionary
$72.9M
Accounts
128
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$316.3K
HNW Individual Clients
7
AUM
$60.9M
Corporation or Business Clients
1
AUM
$11.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/Suspension
State Registrations
FL

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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