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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $573,695
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Breakwater Investment Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan W. Cheng
CRD#: 2067921
Newport Beach, 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.

2
David J. Walkush
CRD#: 4138083
Newport Beach, CA

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.

3
Leilani Walkush
CRD#: 4609490
Newport Beach, CA

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.

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