Adviser Profile
| As of Date | 07/22/2019 |
| Registration status | Registration Changed to BREACHWAY INVESTMENTS, LLC |
| ADV Location | WEST HARTFORD, CT, United States |
| AUM* | 21,900,000 |
| of that, discretionary | 21,900,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 225,773 |
| % High Net Worth | 15.79% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
22M
19M
16M
13M
9M
6M
3M
2019
Private Funds
No private funds