Breakwater Financial, LLC

Breakwater Financial, LLC (CRD# 282401) is a financial advisory firm headquartered in Needham, MA. They manage $89,993,145 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $1,406,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Breakwater Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel A. Ringer
CRD#: 5256318
Needham, MA

Daniel Ringer (CRD# 5256318) is an Investment Advisor Representative working at Breakwater Financial, LLC in Needham, MA and has over 17 years of experience in the finance industry.

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