Overview
Assets Under Management: $210 million
Headquarters: MUSKEGO, WI
High-Net-Worth Clients: 17
Average Client Assets: $8 million
Frequently Asked Questions
BREAKTHRU ADVISORY SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332173), BREAKTHRU ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
BREAKTHRU ADVISORY SERVICES, LLC is headquartered in MUSKEGO, WI.
BREAKTHRU ADVISORY SERVICES, LLC serves 17 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, BREAKTHRU ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BREAKTHRU ADVISORY SERVICES, LLC manages $210 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, BREAKTHRU ADVISORY SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.58
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 768
Discretionary Accounts: 768
Regulatory Filings
CRD Number: 332173
Last Filing Date: 2025-01-29 00:00:00
Website: https://www.breakthruadvisoryservices.com