BREAKAWAY INDEPENDENT ADVISORS, LLC

BREAKAWAY INDEPENDENT ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 340675). Regulatory assets under management: $3.3M.

Registration

• CRD: 340675
• SEC file number: 801-135458
• Type: Registered investment adviser
• Location: 2305 HISTORIC DECATUR RD., STE 100, SAN DIEGO, CA, 92106
• Phone: 619-704-2110
• Latest filing: 2026-07-30
• Regulatory AUM: $3.3M
• Discretionary AUM: $3.3M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340675 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search