Overview
Assets Under Management: $234 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 67
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.21
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 570
Discretionary Accounts: 570
Regulatory Filings
CRD Number: 150841
Last Filing Date: 2024-07-11 00:00:00
Website: https://breakwater.com