Barclay Breland Family Office LLC is an adviser based in Jupiter. It manages $72.86 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Florida.
Barclay Breland Family Office provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Barclay Breland Family Office LLC is $72.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Barclay Breland Family Office LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Barclay Breland Family Office is high net worth individuals with 7 clients and $60.88 million of assets under management. Among the 5 most similar advisory firms, Barclay Breland Family Office has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $61.2 million for 38 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Barclay Breland Family Office doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Barclay Breland Family Office LLC is owned by James Summers. Joy Elizabeth Rose joined the executive team most recently as the Chief Compliance Officer.
The principal office where Barclay Breland Family Office LLC performs its advisory services is located at 500 University Blvd., Jupiter, FL 33458, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-275-2842 or by fax 561-275-2845. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at barclaybreland.com.