Breakwater Investment Group, LLC

Breakwater Investment Group, LLC (CRD# 128747) is a financial advisory firm headquartered in , . They manage $40,300,308 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://breakwater-ig.com/
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $2,015,015
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Breakwater Investment Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan Cheng, financial advisor Newport Beach CA
Jonathan W. Cheng
CRD#: 2067921
Newport Beach, CA

Jonathan Cheng (CRD# 2067921) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 34 years of experience in the finance industry.

2
David Walkush, financial advisor Newport Beach CA
David J. Walkush
CRD#: 4138083
Newport Beach, CA

David Walkush (CRD# 4138083) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.

3
Leilani Walkush, financial advisor Newport Beach CA
Leilani Walkush
CRD#: 4609490
Newport Beach, CA

Leilani Walkush (CRD# 4609490) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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