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Building 2BREACHWAY INVESTMENTS, LLC

Map pinCHARLESTOWN, RI
Phone860-709-0909
NotebookSEC #801-128891
Total AUM
$155.6M
Employees
2
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4259 OLD POST ROAD
UNIT 1
CHARLESTOWN
RI 02813
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
860-709-0909
Other Offices
1

ReceiptFinancials

Total AUM
$155.6M
Accounts
441
Discretionary
$155.3M
Accounts
440
Non-Discretionary
$247.6K
Accounts
1

ContactClients

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Individual Clients
197
AUM
$56M
HNW Individual Clients
39
AUM
$95.2M
Charitable Organization Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMAOHRITX

HandshakeAffiliates

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

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