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 registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registered in 2023) and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing and hourly charges. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting and client education through seminars or workshops. The firm does not identify 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 64Active vs passive
$70.7M in ETFs
96%
$68M
0%
$2.7M
| 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 | 79,037 | 5.61% |
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