BREAKWATER CAPITAL GROUP

140 E. Ridgewood Avenue
Suite 415
Paramus, New Jersey 07652
Tel: (551) 342-3733

About BREAKWATER CAPITAL GROUP

BREAKWATER CAPITAL GROUP, formally registered with the SEC as BREAKWATER CAPITAL GROUP. The firm was established in 05/19/2022. They have over 5 offices throughout the country.

BREAKWATER CAPITAL GROUP is a Paramus, New Jersey based Financial Planning firm with nearly $579,733,946 assets under management, offering retirement planning & investment advisory services to 218 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321097
SEC#	801-125704
Assets Managed by Firm	$579,733,946
No. of Clients	218
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	218	$579,733,946
Individuals (other than high net worth individuals)	69	$26,254,613
High net worth individuals	145	$553,479,333

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