$127.9M Total AUM
$127.9M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
10 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Foundation peakUnison vector +more
- Established Date
- 04-27-2016
- Office Locations
- 1
Office Locations
117 Kendrick Street Suite 300 Needham MA
About Breakwater Financial, LLC
Breakwater Financial is a fee-only, fiduciary financial planning firm offering hourly advice, monthly fixed-fee planning, and full-service planning. The firm works with individuals and entrepreneurs and supports portfolio construction and asset allocation, including the use of mutual funds and ETFs. Custody is primarily through Fidelity/NFS.
Team overview
-- AVG AGE
$127.9M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
Timber capital Fusion ridge Summit pioneer
Client Personas
Crest optima
Custodian
Element value Zenith Eagle signal
Investment Themes
Vector
Investment Vehicles
Ember quantum
Platform
Signal atlas
Services
Pathway pioneer Foundation Momentum meridian Quantum Momentum Capital eagle
Technology
Delta North summit North north
Owner & Executives
DANIEL ABRAHAM RINGER
Chief Compliance Officer, FOUNDER, PRINCIPAL
- CRD
- #5256318
- Ownership
- 75% or more
(310) 471-8820
catalyst.ridge@elementcapital.com
in linkedin.com/in/meridian-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,853,636 | $454,995 |
| Non-Discretionary | $0 | -- |
| Total | $127,853,636 | $454,995 |
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Separately Managed Accounts
Total SMA Asset: $127,853,636
Public Funds:
43.4% Cash:
27.1% Equity - Exchange:
11.3% Municipal Bonds:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,084,162,414 | 43.4% |
| Cash | $1,301,400,954 | 27.1% |
| Equity - Exchange | $542,650,582 | 11.3% |
| Municipal Bonds | $874,003,594 | 18.2% |
| Total | $4,802,217,544 | 100.0% |