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- Custodian
- Folio Investments ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2010
- Office Locations
- 1
Office Locations
About Breakwater Asset Management, LLC
Breakwater Asset Management is an independent fiduciary RIA providing personalized portfolio management for individuals and families across IRA, taxable brokerage, and trust accounts. The firm emphasizes capital preservation and proactive risk management, adjusting equity exposure by market environment and using diversification and security rotation. Portfolios favor no/low-fee stocks and ETFs; custody includes Goldman Sachs.
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Investment Themes
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Owner & Executives
JASON A. CANZANO
FOUNDER, Managing Member, President
- CRD
- #4689085
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,545,629 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,545,629 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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