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THE BREIT GROUP
THE BREIT GROUP is an SEC-registered investment adviser in WRIGHTSVILLE BEACH, NC, registered since 2025. The firm manages $132 million in assets, with $120...
Overview
THE BREIT GROUP is an SEC-registered investment adviser in WRIGHTSVILLE BEACH, NC, registered since 2025. The firm manages $132 million in assets, with $120 million on a discretionary basis. It has 3 employees and 1 investment adviser. THE BREIT GROUP was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-25, it reported 3 employees; 146 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
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