Breakthru Advisory Services, LLC
Firm details
- Headquarters
- Muskego, Wisconsin
- CRD number
- 332173
- Registered since
- August 7, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI99.11%
- Individuals0.89%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Breakthru Advisory Services, LLC is an independent Registered Investment Adviser that registered with the SEC in 2024. The firm serves individual and family clients and describes itself as a capital allocator that also selects outside managers. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, with fee arrangements that include a percentage of assets under management and hourly billing. Breakthru does not position itself as an active ESG investor and is not reported as multi-state or as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities36%
- State & Local Bonds13%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Sarah Kopesky
Investment Advisor RepresentativeCRD 6558816
Morgan Plagenz
CRD 8254623
Jerald Jendusa
Owner and ConsultantCRD 7945303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$38.7M in ETFs
74%
$28.8M
5%
$9.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.9M | 13,707 | 23.02% |
Location
Muskego, WI
Waukesha
Location
Muskego, WI
Headquartered in Muskego, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- W160 S6550 Commerce Dr
- Time zone
- CT (UTC-6)
- Office locations
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