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).
Current Firm Details
By the Numbers
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Total Assets Under Management90MILLION
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Total Number of Accounts64ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Breakwater Financial, LLC
1
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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