BREACHWAY INVESTMENTS, LLC

4259 Old Post Road
Charlestown, Rhode Island 02813
Tel: 860-709-0909

About BREACHWAY INVESTMENTS, LLC

BREACHWAY INVESTMENTS, LLC, formally registered with the SEC as BREACHWAY INVESTMENTS, LLC. The firm was established in 10/16/2023. They have over 2 offices throughout the country.

BREACHWAY INVESTMENTS, LLC is a Charlestown, Rhode Island based Financial Planning firm with nearly $131,255,814 assets under management, offering retirement planning & investment advisory services to 403 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299102
SEC#	801-128891
Assets Managed by Firm	$131,255,814
No. of Clients	403
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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	403	$131,255,814
Individuals (other than high net worth individuals)	163	$59,355,205
High net worth individuals	29	$68,005,911
Charitable organizations	1	$3,894,698

More Retirement Planning firms in Charlestown, Rhode Island:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Charlestown, Rhode Island

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.