Breakforth Investment Management, Inc.
Breakforth Investment Management, Inc. (CRD# 121540) is a financial advisory firm headquartered in , . They manage $13,839,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Breakforth Investment Management, Inc.
By the Numbers
-
Total Assets Under Management14MILLION
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$532,269
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Breakforth Investment Management, Inc.
1
Terry Lyon (CRD# 2139997) is an Investment Advisor Representative working at Breakforth Investment Management, Inc. in Pittsburgh, PA and has over 33 years of experience in the finance industry.
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