BREACHWAY INVESTMENTS, LLC is a Charlestown, Rhode Island based financial advisory firm with nearly $105,651,422 in assets under management and provides investment advisory services for 353 clients. There are currently 2 financial advisors at the firm.
General Information |
| Firm CRD#: | 299102 | |
| SEC#: | 801-128891 | |
| Assets under Management: | $105,651,422 | |
| No. of Clients: | 353 | |
| No. of Advisors: | 2 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Educational Seminars/ Workshops | |
| Fee Structure: | A Percentage of AUM, Hourly charges |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| WEALTHCARE INVESTMENT PARTNERS LLC | 296475 | 801-113276 | 2434 | 12 | $457,674,291 |
| SOWA FINANCIAL GROUP | 107646 | 801-43008 | 1253 | 7 | $310,770,722 |
| WEALTH MANAGEMENT RESOURCES, INC. | 45452 | 801-57281 | 1174 | 10 | $260,983,764 |
| NEWMAN DIGNAN & SHEERAR, INC | 107565 | 801-41412 | 1087 | 8 | $537,800,256 |
| SK WEALTH MANAGEMENT, LLC | 109114 | 801-56304 | 1077 | 6 | $377,172,586 |
| HALL CAPITAL MANAGEMENT COMPANY, INC. | 108141 | 801-54286 | 998 | 8 | $334,572,660 |
| BRIGGS ADVISORY GROUP, INC. | 291947 | 801-112491 | 968 | 8 | $421,357,710 |
| BARRETT & COMPANY | 1175 | 801-110786 | 933 | 12 | $309,379,208 |
| LINCOLN CAPITAL CORPORATION | 109922 | 801-38517 | 815 | 6 | $303,373,998 |
| SIGNET INVESTMENT ADVISORY GROUP, INC. | 123910 | 801-61636 | 702 | 9 | $277,636,246 |
| ARLEN CAPITAL, LLC | 118113 | 801-63038 | 686 | 5 | $284,909,510 |
| KLR INVESTMENT ADVISORS, LLC | 124716 | 801-118575 | 439 | 7 | $252,740,278 |
| BLUE FIN CAPITAL, INC. | 108451 | 801-56127 | 392 | 4 | $365,740,980 |
| WEYBOSSET RESEARCH & MANAGEMENT, LLC | 108047 | 801-57627 | 334 | 4 | $282,853,639 |
| MYSTIC ASSET MANAGEMENT | 170361 | 801-79418 | 56 | 3 | $287,775,496 |