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Building 2BREAKWALL INVESTMENT ADVISOR LLC

Map pinPORT WASHINGTON, NY
Phone516-363-2004
NotebookSEC #801-129195
Total AUM
$3.5B
Employees
9
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
921 PORT WASHINGTON BLVD
SUITE 8
PORT WASHINGTON
NY 11050
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
516-363-2004
Other Offices
2

ReceiptFinancials

Total AUM
$3.5B
Accounts
11
Discretionary
$125.1M
Accounts
1
Non-Discretionary
$3.4B
Accounts
10

ContactClients

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Pooled Vehicle Clients
11
AUM
$3.5B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NYRITX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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