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BREACHWAY INVESTMENTS, LLC
CRD 299102 · SEC 801-128891
4259 OLD POST ROAD, UNIT 1, CHARLESTOWN, RI, 02813, United States
Phone
860-709-0909
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.9M
Discretionary AUM
$164.6M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $61.0M |
| High net worth individuals | 41 | $99.2M |
| Charitable organizations | 1 | $4.6M |
States served
MA, OH, RI, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD