BREAKWATER CAPITAL

Tel: 269-903-2360 251 N Rose Street Suite 200 Kalamazoo, Michigan 49007

About BREAKWATER CAPITAL

BREAKWATER CAPITAL is a Kalamazoo, Michigan based financial advisory firm with nearly $128,294,481 in assets under management and provides investment advisory services for 445 clients. There are currently 2 financial advisors at the firm.

General Information
Firm CRD#:

172498

Firm SEC#:

801-118620

Assets Under Management:

$128,294,481

No. of Clients:

445

No. of Advisors:

2

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

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