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BREAKWATER CAPITAL
251 N Rose Street Suite 200
Kalamazoo, Michigan 49007
Tel: 269-903-2360
About BREAKWATER CAPITAL
BREAKWATER CAPITAL, formally registered with the SEC as BREAKWATER CAPITAL. The firm was established in 04/30/2020. They have over 1 offices throughout the country.
BREAKWATER CAPITAL is a Kalamazoo, Michigan based Financial Planning firm with nearly $128,294,481 assets under management, offering retirement planning & investment advisory services to 445 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172498 |
| SEC# | 801-118620 |
| Assets Managed by Firm | $128,294,481 |
| No. of Clients | 445 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 445 | $128,294,481 |
| Individuals (other than high net worth individuals) | 81 | $28,948,236 |
| High net worth individuals | 44 | $92,419,935 |
| Charitable organizations | 5 | $6,926,310 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
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