Dakota
Dakota
Book a Demo
Talk to an Expert

Breakaway Independent Advisors, LLC

EST. AUM
$3,296,154

CONTACTS

CLIENT ACCOUNTS
14

Firm Details

Metro area San Diego
CRD Number 340675
Website breakawayindependentadvisors.com
Client types

Overview

Breakaway Independent Advisors, LLC (BIA) is an independent Registered Investment Adviser based in San Diego, California. The firm operates as a fiduciary, providing personalized wealth management and investment advisory services to individuals, high-net-worth families, and business owners. BIA emphasizes an autonomous, client-centric model that allows for customized investment strategies free from the proprietary product constraints often found at larger brokerage firms. Its approach integrates comprehensive financial planning with disciplined portfolio construction, focusing on long-term wealth preservation and growth aligned with each client's specific risk profile and financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy