Overview
Assets Under Management: $210 million
Headquarters: MUSKEGO, WI
High-Net-Worth Clients: 17
Average Client Assets: $8 million
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