Barclay Breland Family Office

Barclay Breland Family Office (CRD# 168626) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $100,000,000 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $666,667
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 - 4 of 4 top financial advisors.
1
Hans O. Albertsson
CRD#: 4192216
11760 Us Highway One, Suite 506, Palm Beach Gardens, FL 33408
93
Wealthminder
score

Hans Albertsson (CRD# 4192216) is an Investment Advisor Representative working at Barclay Breland Family Office in Palm Beach Gardens, FL and has over 17 years of experience in the finance industry.

2
Michael Roscoe
CRD#: 5197794
11760 Us Highway One, Suite 506, Palm Beach Gardens, FL 33408
90
Wealthminder
score

Michael Roscoe (CRD# 5197794) is an Investment Advisor Representative working at Barclay Breland Family Office in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.

3
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 15 years of experience in the finance industry.

4
Christopher B. Kelly
CRD#: 2306054
11760 Us Highway One, Suite 506, North Palm Beach, FL 33408
43
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 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.