BREAKWATER FINANCIAL, LLC
CRD #282401 SEC #801-131321 NEEDHAM, MA 617-849-8019
SEC Registered
Total AUM
$109.8M
Discretionary
$109.8M
Employees
1
Clients
51
Accounts
62
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $109.8M | $109.8M | $0 | 1 | 2 |
| Feb 2025 | $109.8M | $109.8M | $0 | 1 | 2 |
| Oct 2024 | $106.5M | $106.5M | $0 | 1 | 3 |
| Sep 2024 | $106.5M | $106.5M | $0 | 1 | 3 |
| May 2016 | $0 | $0 | $0 | 1 | 0 |
| May 2016 | $0 | $0 | $0 | 1 | 0 |
| Apr 2016 | $0 | $0 | $0 | 1 | 0 |
| Mar 2016 | $0 | $0 | $0 | 1 | 0 |
| Feb 2016 | $0 | $0 | $0 | 1 | 0 |
| Dec 2015 | $0 | $0 | $0 | 1 | 0 |
DateMay 2025
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees1
Clients2
DateFeb 2025
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees1
Clients2
DateOct 2024
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients3
DateSep 2024
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients3
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0