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

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FIAM LLC 900 Salem Street Smithfield, RI, 02917	$219,221,467,379	605	168
PROVIDENCE EQUITY PARTNERS L.L.C. 50 Kennedy Plaza 18th Floor Providence, RI, 02903	$24,631,658,238	40	143
CITIZENS SECURITIES, INC. One Citizens Bank Way, Jcb135 Johnston, RI, 02043	$9,188,004,183	53044	418
NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393	$7,825,588,486	19	70
PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street Ste 400 Providence, RI, 02903	$1,879,594,055	1833	21

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