Overview
Assets Under Management: $156 million
Headquarters: CHARLESTOWN, RI
High-Net-Worth Clients: 39
Average Client Assets: $2.4 million
Frequently Asked Questions
BREACHWAY INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299102), BREACHWAY INVESTMENTS, LLC is subject to fiduciary duty under federal law.
BREACHWAY INVESTMENTS, LLC is headquartered in CHARLESTOWN, RI.
BREACHWAY INVESTMENTS, LLC serves 39 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, BREACHWAY INVESTMENTS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
BREACHWAY INVESTMENTS, LLC manages $156 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, BREACHWAY INVESTMENTS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.19%
Average Client Assets: $2.4 million
Total Client Accounts: 441
Discretionary Accounts: 440
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 299102
Filing ID: 2044759
Last Filing Date: 2026-01-27 09:01:36