BREAKAWAY INDEPENDENT ADVISORS, LLC

Overview

Breakaway Independent Advisors, LLC operates as a limited liability company and is classified as an unclassified firm. Established in 2026, the firm is owned by an individual and serves as a capital allocator. Its primary business activities include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser. Additionally, it is newly formed and does not have affiliations with pension consulting or related advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices