$18.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-1990
- Office Locations
- 2
Office Locations
-- Pittsburgh PA
-- Valencia PA
About Breakforth Investment Management, INC
Breakforth Investment Management is a Pennsylvania-based, owner-operated RIA serving retail investors with portfolio management and planning support (financial, tax and estate), plus insurance and life insurance guidance. Portfolios are primarily ETF-based, with additional use of public funds for asset-allocation implementation. Custody includes Charles Schwab.
Team overview
78 AVG AGE
$18.2M AVG AUM / ADVISOR
$727.0K AVG AUM / CLIENT
35.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TERRY EDWARD LYON
President
- CRD
- #2139997
- Ownership
- 75% or more
Available
Available
Available
P
PENELOPE FIELD LYON
President, Secretary
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,174,000 | -- |
| Total | $18,174,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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