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BREAKWATER INVESTMENT MANAGEMENT
2033 Sixth Avenue
#1010
Seattle, Washington 98121
Tel: 206.621.8832
About BREAKWATER INVESTMENT MANAGEMENT
BREAKWATER INVESTMENT MANAGEMENT, formally registered with the SEC as BREAKWATER INVESTMENT MANAGEMENT. The firm was established in 01/09/2014. They have over 1 offices throughout the country.
BREAKWATER INVESTMENT MANAGEMENT is a Seattle, Washington based Financial Planning firm with nearly $234,193,863 assets under management, offering retirement planning & investment advisory services to 570 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150841 |
| SEC# | 801-79040 |
| Assets Managed by Firm | $234,193,863 |
| No. of Clients | 570 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CORPORATE TRUSTEE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 570 | $234,193,863 |
| Individuals (other than high net worth individuals) | 134 | $27,482,542 |
| High net worth individuals | 88 | $205,646,827 |
| Charitable organizations | 6 | $1,064,494 |
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