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Building 2BREAKWATER INVESTMENT MANAGEMENT

Map pinSEATTLE, WA
Phone206.621.8832
NotebookSEC #801-79040
Total AUM
$302.7M
Employees
4
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2033 SIXTH AVENUE
#1010
SEATTLE
WA 98121
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
206.621.8832

ReceiptFinancials

Total AUM
$302.7M
Accounts
572
Discretionary
$302.7M
Accounts
572
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
96
AUM
$49.8M
HNW Individual Clients
56
AUM
$252.4M
Charitable Organization Clients
1
AUM
$554.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CORPORATE TRUSTEE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORVAWA

HandshakeAffiliates

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

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