Breakwater Investment Group, LLC

Breakwater Investment Group, LLC (CRD# 128747) is a financial advisory firm headquartered in , . They manage $78,089,777 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $7,099,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Breakwater Investment Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan W. Cheng
CRD#: 2067921
Newport Beach, CA
96
Wealthminder
score

Jonathan Cheng (CRD# 2067921) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 26 years of experience in the finance industry.

2
David J. Walkush
CRD#: 4138083
Newport Beach, CA
96
Wealthminder
score

David Walkush (CRD# 4138083) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.

3
Paul J. Arrington
CRD#: 5755164
Newport Beach, CA
93
Wealthminder
score

Paul Arrington (CRD# 5755164) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 6 years of experience in the finance industry.

4
Leilani Walkush
CRD#: 4609490
Newport Beach, CA
93
Wealthminder
score

Leilani Walkush (CRD# 4609490) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.