Falists
← Back to search

BREAKWALL INVESTMENT ADVISOR LLC

CRD 328990 · SEC 801-129195

Visit website

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

TypeClientsAUM
Pooled investment vehicles11$3.52B

States served

NY, RI, TX

All web addresses on file

Official SEC filing: View on IAPD