Barclay Breland Family Office

Barclay Breland Family Office (CRD# 168626) is a financial advisory firm headquartered in North Palm Beach, FL. They manage $102,000,000 in 173 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $589,595
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Barclay Breland Family Office
Showing 1 - 3 of 3 top financial advisors.
1
Michael Roscoe
CRD#: 5197794
11760 Us Highway One, Suite 506, North Palm Beach, FL 33408
88
Wealthminder
score

Michael Roscoe (CRD# 5197794) is an Investment Advisor Representative working at Barclay Breland Family Office in North Palm Beach, FL and has 1 year of experience in the finance industry.

2
Pierre A. Stroh
CRD#: 4534328
11760 Us Highway One, Suite 506, North Palm Beach, FL 33408
81
Wealthminder
score

Pierre Stroh (CRD# 4534328) is an Investment Advisor Representative working at Barclay Breland Family Office in North Palm Beach, FL and has over 14 years of experience in the finance industry.

3
Christopher B. Kelly
CRD#: 2306054
11760 Us Highway One, Suite 506, North Palm Beach, FL 33408
38
Wealthminder
score

Christopher Kelly (CRD# 2306054) is an Investment Advisor Representative working at Barclay Breland Family Office in North Palm Beach, FL and has over 21 years of experience in the finance industry.

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