Breachway Investments, LLC
Firm details
- Headquarters
- Charlestown, Rhode Island
- CRD number
- 299102
- Registered since
- October 16, 2023
- Website
- www.breachwayinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI60.17%
- Individuals37.01%
- Charitable Organizations2.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Breachway Investments, LLC is an independent, SEC-registered registered investment adviser that began SEC registration in 2023 and is organized as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory offering combines financial planning with discretionary portfolio management across individual, small business and institutional relationships, and it also runs educational seminars and workshops. Fee arrangements include a percentage-of-AUM component and hourly billing. Breachway does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities26%
- US Government Bonds9%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
Joseph Curran
Founder & Investment AdvisorCRD 3024167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$73.1M in ETFs
97%
$70.7M
0%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $4M | 78,461 | 5.41% |
Location
Charlestown, RI
Washington
Location
Charlestown, RI
Headquartered in Charlestown, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Washington
- Address
- 4259 Old Post Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Have Ria, Inc.
RIAProvidence, RI
Bountiful Investment Management LLC
RIARumford, RI
Alpha Dog Advisors, Ruff
RIACranston, RI
Eliot Rose Wealth Management, LLC
RIAProvidence, RI
D & P Investment Advisors, Ltd.
RIAWakefield, RI
Sheeley & Partners Wealth Management, LLC
RIAProvidence, RI