Be advised. This firm is no longer registered.

Barclay Breland Family Office

Barclay Breland Family Office (CRD# 168626) is a financial advisory firm headquartered in Jupiter, FL. They manage $72,858,748 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $569,209
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Barclay Breland Family Office
No Advisor Found.
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