BREAKWATER FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$127,853,636
Discretionary
$127,853,636
Non-discretionary
$0
Firm details
- CRD number
- 282401
- SEC file number
- 801-131321
- Main office
- NEEDHAM, MA, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.