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Building 2BREAKWATER CAPITAL GROUP

Map pinPARAMUS, NJ
Phone(551) 342-3733
NotebookSEC #801-125704
Total AUM
$1B
Employees
4
Clients
371

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 E. RIDGEWOOD AVENUE
SUITE 415
PARAMUS
NJ 07652
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(551) 342-3733
Other Offices
5

ReceiptFinancials

Total AUM
$1B
Accounts
1,336
Discretionary
$1B
Accounts
1,336
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
131
AUM
$51.1M
HNW Individual Clients
239
AUM
$968.1M
Corporation or Business Clients
1
AUM
$13.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMDNCNHNJNYPATXVA

HandshakeAffiliates

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

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