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BREAKWALL INVESTMENT ADVISOR LLC
CRD 328990 · SEC 801-129195
921 PORT WASHINGTON BLVD, SUITE 8, PORT WASHINGTON, NY, 11050, United States
Phone
516-363-2004
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.52B
Discretionary AUM
$125.1M
Team
9 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $3.52B |
States served
NY, RI, TX
All web addresses on file
Official SEC filing: View on IAPD