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Building 2BREAKWATER CAPITAL

Map pinKALAMAZOO, MI
Phone269-903-2360
NotebookSEC #801-118620
Total AUM
$156.6M
Employees
2
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
251 N ROSE STREET SUITE 200
KALAMAZOO
MI 49007
United States
Operating Hours
9-5
Monday - Friday
Phone
269-903-2360

ReceiptFinancials

Total AUM
$156.6M
Accounts
466
Discretionary
$156.6M
Accounts
466
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$28.7M
HNW Individual Clients
47
AUM
$118.7M
Charitable Organization Clients
6
AUM
$9.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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