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).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Breakwater Capital
Showing 1 - 2 of 2 top financial advisors.
1
Ross M. Pollard
CRD#: 4487748
251 N Rose Street Suite 200, Kalamazoo, MI 49007

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 W. Mansberger
CRD#: 7623920
251 N Rose Street Suite 200, Kalamazoo, MI 49007

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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