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Building 2BREAKTHRU ADVISORY SERVICES, LLC

Map pinMUSKEGO, WI
Phone4148375337
NotebookSEC #801-130880
Total AUM
$125.7M
Employees
3
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
W160S6550 COMMERCE DR.
SUITE 210
MUSKEGO
WI 53150
United States
Operating Hours
8A-5P
Monday - Friday
Phone
4148375337

ReceiptFinancials

Total AUM
$125.7M
Accounts
82
Discretionary
$125.7M
Accounts
82
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$1.1M
HNW Individual Clients
15
AUM
$124.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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