Breakwater Capital
Breakwater Capital (CRD# 172498) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $128,294,481 in 445 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management128MILLION
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Total Number of Accounts445ACCOUNTS
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Average Account Value$288,302
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Breakwater Capital
1
Ross Pollard (CRD# 4487748) is an Investment Advisor Representative working at Breakwater Capital in Kalamazoo, MI and has over 21 years of experience in the finance industry.
2
Lucas Mansberger (CRD# 7623920) is an Investment Advisor Representative working at Breakwater Capital in Kalamazoo, MI and has 1 year of experience in the finance industry.
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