Breakwater Capital (CRD# 172498) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $16,644,016 in 74 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts74ACCOUNTS
Average Account Value$224,919
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ross Pollard (CRD# 4487748) is an Investment Advisor Representative working at Breakwater Capital in Kalamazoo, MI and has over 14 years of experience in the finance industry. Ross Pollard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.