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BREAKWATER INVESTMENT GROUP, LLC
CRD 128747
895 DOVE STREET, SUITE 300, NEWPORT BEACH, CA, 92660, United States
Phone
949-812-6945
Fax
702-448-5459
Registration
— (—)
Source
State registered
Total AUM
$107.0M
Discretionary AUM
$92.4M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsINVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $806K |
All web addresses on file
Official SEC filing: View on IAPD