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Building 2BREACHWAY INVESTMENTS, LLC

Map pinWEST HARTFORD, CT
Phone860-709-0909
NotebookSEC #801-114749
Total AUM
$21.9M
Employees
1
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
71 RAYMOND ROAD
WEST HARTFORD
CT 06107
United States
Operating Hours
8:30AM - 4PM
Monday - Friday
Phone
860-709-0909

ReceiptFinancials

Total AUM
$21.9M
Accounts
97
Discretionary
$21.9M
Accounts
97
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$14.8M
HNW Individual Clients
9
AUM
$7.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTRI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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