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Breakthru Advisory Services, LLC

● SEC registered since 2024CRD 332173SEC# 801-130880Muskego, WI
Export (members)
Reg. AUM
$125.7M
Employees
4
Accounts
82
Location
Muskego, WI

Breakthru Advisory Services, LLC assets under management

Breakthru Advisory Services, LLC is an investment advisory firm registered with the SEC based in Muskego, WI. The firm has been registered since 2024. It reports $125.7 million in regulatory assets under management and employs 4 people.

Breakthru Advisory Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Breakthru Strategies Inc. ControlOwnerOver 75%2024
Jerald Matthew Jendusa ControlManaging MemberUnder 5%2024
Morgan Nicole Plagenz ControlChief Compliance OfficerUnder 5%2026
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Frequently asked questions

How much does Breakthru Advisory Services, LLC manage?

Breakthru Advisory Services, LLC reports $125.7 million in regulatory assets under management on its Form ADV.

How many employees does Breakthru Advisory Services, LLC have?

Breakthru Advisory Services, LLC reports 4 employees.

Where is Breakthru Advisory Services, LLC located?

Breakthru Advisory Services, LLC is based in Muskego, WI and has been SEC-registered since 2024.

Does Breakthru Advisory Services, LLC disclose fund performance?

Breakthru Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressW160s6550 Commerce Dr., Suite 210, Muskego, WI 53150
Phone4148375337
Office hours8A-5P
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.7M
Non-discretionary$0
Total (RAUM)$125.7M