BREACHWAY INVESTMENTS, LLC - Financial Advisor in Rhode Island, Charlestown

Tel: 860-709-0909 4259 Old Post Road Charlestown, Rhode Island 02813

About BREACHWAY INVESTMENTS, LLC

BREACHWAY INVESTMENTS, LLC is a Charlestown, Rhode Island based financial advisory firm with nearly $131,255,814 in assets under management and provides investment advisory services for 403 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

299102

Firm SEC#:

801-128891

Assets Under Management:

$131,255,814

No. of Clients:

403

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

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