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BREAKOUT PRIVATE WEALTH LLC
CRD 307339
2700 PATRIOT BLVD., #250, GLENVIEW, IL, 60026, United States
Phone
312-953-4081
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$11.6M
Discretionary AUM
$6.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2023-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $3.8M |
| High net worth individuals | 3 | $2.9M |
| Pension/profit sharing plans | 1 | $4.9M |
Official SEC filing: View on IAPD