BREAKWATER FINANCIAL, LLC
Tel: 617-849-8019 117 Kendrick Street Suite 300 Needham, Massachusetts 02494-2724
About BREAKWATER FINANCIAL, LLC
BREAKWATER FINANCIAL, LLC is a Needham, Massachusetts based financial advisory firm with nearly $109,789,362 in assets under management and provides investment advisory services for 62 clients. There are currently 1 financial advisors at the firm.
General Information
Firm CRD#:
282401
Firm SEC#:
801-131321
Assets Under Management:
$109,789,362
No. of Clients:
62
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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