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Building 2BREAKWATER FINANCIAL, LLC

Map pinNEEDHAM, MA
Phone617-849-8019
NotebookSEC #801-131321
Total AUM
$127.9M
Employees
1
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 KENDRICK STREET
SUITE 300
NEEDHAM
MA 02494-2724
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
617-849-8019
Other Offices
1

ReceiptFinancials

Total AUM
$127.9M
Accounts
281
Discretionary
$127.9M
Accounts
281
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$12M
HNW Individual Clients
39
AUM
$115.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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

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