Bank / Wealth / TrustRIA · CRD 172498SEC-Registered

Updated:

Breakwater Capital

Breakwater Capital was established in 2014 as a US-based wealth manager. The firm delivers investment advisory services that include financial planning, asset...

Breakwater Capital logo

Breakwater Capital

Breakwater Capital was established in 2014 as a US-based wealth manager. The firm delivers investment advisory services that include financial planning, asset management, and portfolio management. It serves individuals, high-net-worth individuals, and businesses. No additional offices, team size, or dated operational events from the last 24 months are recorded in available sources.

General information

Firm type

Bank / Wealth / Trust

Year founded

2014

Location

Region

North America

Country

United States

City

Kalamazoo

Corporate office

Kalamazoo, United States

Frequently asked questions

Who runs investment decisions at Breakwater Capital?

No named principals or investment decision makers are disclosed in available sources.

What services does Breakwater Capital provide?

The firm provides investment advisory services including financial planning, asset management, and portfolio management.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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