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FRESH BREAD INVESTMENTS, LLC
CRD 319251
1555 BONAVENTURE BLVD., SUITE 1010, WESTON, FL, 33326, United States
Phone
518-283-8332
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$39.3M
Discretionary AUM
$36.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; FEES FOR ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.1M |
| High net worth individuals | 10 | $15.8M |
| Corporations/business entities | 2 | $20.5M |
All web addresses on file
Official SEC filing: View on IAPD