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
No. of Advisors:
1
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Massachusetts?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in Massachusetts, Needham
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM
Explore More Financial Advisor Firms in Needham, Massachusetts >>
