Breakwater Investment Group, LLC
Breakwater Investment Group, LLC (CRD# 128747) is a financial advisory firm headquartered in , . They manage $36,142,800 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management36MILLION
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Total Number of Accounts63ACCOUNTS
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Average Account Value$573,695
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA
Jonathan Cheng (CRD# 2067921) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 33 years of experience in the finance industry.
David Walkush (CRD# 4138083) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Leilani Walkush (CRD# 4609490) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.