Falists
← Back to search

BREAKTHRU ADVISORY SERVICES, LLC

CRD 332173 · SEC 801-130880

Visit website

W160S6550 COMMERCE DR., SUITE 210, MUSKEGO, WI, 53150, United States

Phone

4148375337

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$125.7M

Discretionary AUM

$125.7M

Team

4 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals6$1.1M
High net worth individuals15$124.6M

States served

WI

All web addresses on file

Official SEC filing: View on IAPD