Breakaway Independent Advisors, LLC
● SEC registered since 2026CRD 340675SEC# 801-135458San Diego, CA
Reg. AUM
$3.3M
Employees
1
Accounts
14
Location
San Diego, CA
Breakaway Independent Advisors, LLC assets under management
Breakaway Independent Advisors, LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2026. It reports $3.3 million in regulatory assets under management and employs 1 people.
Breakaway Independent Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barret William Angelo Frost Control | Cco And Ceo | Over 75% | 2026 |
Frequently asked questions
How much does Breakaway Independent Advisors, LLC manage?
Breakaway Independent Advisors, LLC reports $3.3 million in regulatory assets under management on its Form ADV.
How many employees does Breakaway Independent Advisors, LLC have?
Breakaway Independent Advisors, LLC reports 1 employees.
Where is Breakaway Independent Advisors, LLC located?
Breakaway Independent Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2026.
Does Breakaway Independent Advisors, LLC disclose fund performance?
Breakaway Independent Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2305 Historic Decatur Rd., Ste 100, San Diego, CA 92106 |
| Phone | 619-704-2110 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,306 advisers
EmployeesTop 94%
More than 6% of 16,824 advisers
Assets under management
$3.3Mregulatory AUM
Discretionary $3.3M