FRESH BREAD INVESTMENTS, LLC

FRESH BREAD INVESTMENTS, LLC of WESTON, FL is an SEC-registered investment adviser (CRD 319251). Regulatory assets under management: $39.3M.

Registration

• CRD: 319251
• Type: Registered investment adviser
• Location: 1555 BONAVENTURE BLVD., WESTON, FL, 33326
• Phone: 518-283-8332
• Latest filing: 2026-01-13
• Regulatory AUM: $39.3M
• Discretionary AUM: $36.4M
• Non-discretionary AUM: $2.9M
• Clients: 1
• Accounts: 55

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319251 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search