Breakwater Investment Management

Breakwater Investment Management (CRD# 150841) is a financial advisory firm headquartered in Seattle, WA. They manage $234,193,863 in 570 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

2033 Sixth Avenue, #1010, Seattle, WA 98121

https://www.breakwater.com/

By the Numbers

Total Assets Under Management

234

MILLION
Total Number of Accounts

570

ACCOUNTS
Average Account Value

$410,866

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
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Breakwater Investment Management

Showing 1 - 2 of 2 top financial advisors.

Bethany A. Steinhaus

CRD#: 5311241

2033 Sixth Avenue, #1010, Seattle, WA 98121

Bethany Steinhaus (CRD# 5311241) is an Investment Advisor Representative working at Breakwater Investment Management in Seattle, WA and has 1 year of experience in the finance industry.

Joseph F. Turley

CRD#: 1265535

2033 Sixth Avenue, #1010, Seattle, WA 98121

Joseph Turley (CRD# 1265535) is an Investment Advisor Representative working at Breakwater Investment Management in Seattle, WA and has over 39 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.

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