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BREAKWATER INVESTMENT MANAGEMENT

Tel: 206.621.8832
2033 Sixth Avenue
#1010
Seattle, Washington  98121

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BREAKWATER INVESTMENT MANAGEMENT

BREAKWATER INVESTMENT MANAGEMENT is a Seattle, Washington based financial advisory firm with nearly $234,193,863 in assets under management and provides investment advisory services for 570 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Other (CORPORATE TRUSTEE SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

150841

SEC#:

801-79040

No. of Clients:

570

Assets under Management

$234,193,863

No. of Advisors:

3

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