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THE BREIT GROUP
THE BREIT GROUP, LLC
CRD 335020 · SEC 801-132479
96 W SALISBURY ST, FLOOR #3, WRIGHTSVILLE BEACH, NC, 28480, United States
Phone
(704) 502-6069
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.6M
Discretionary AUM
$119.7M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $10.2M |
| High net worth individuals | 18 | $28.7M |
| Pension/profit sharing plans | 24 | $92.7M |
States served
DC, NY, NC, TX
All web addresses on file
- http://www.thebreitgroup.com
- https://www.instagram.com/thebreitgroup/
- https://www.linkedin.com/in/michael-breitfeller-cfp-%C2%AE-62ba5522/
- https://www.google.com/search?q=the+breit+group&sca_esv=51f7e736cc3ae313&sxsrf=ANbL-n6dWSgyfcLsOz-wJe7DAad5GZlnEA%3A177083305843
- https://www.facebook.com/people/The-Breit-Group/61578144161794/
Official SEC filing: View on IAPD