Breachway Investments, LLC

Breachway Investments, LLC (CRD# 299102) is a financial advisory firm headquartered in Charlestown, RI. They manage $112,240,140 in 371 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4259 Old Post Road, Charlestown, RI 02813
http://www.breachwayinvestments.com
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    371
    ACCOUNTS
  • Average Account Value
    $302,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, OH, RI, TX

Financial Advisors at Breachway Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Curran, financial advisor Charlestown RI
Joseph P. Curran
CRD#: 3024167
4259 Old Post Road, Charlestown, RI 02813

Joseph Curran (CRD# 3024167) is an Investment Advisor Representative working at Breachway Investments, LLC in Charlestown, RI and has over 24 years of experience in the finance industry.

2
Samuel Kaplowitz, financial advisor West Hartford CT
Samuel E. Kaplowitz
CRD#: 5973521
71 Raymond Road, West Hartford, CT 06107

Samuel Kaplowitz (CRD# 5973521) is an Investment Advisor Representative working at Breachway Investments, LLC in West Hartford, CT and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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