BREAKOUT PRIVATE WEALTH LLC

RIASEC Registered

Total AUM

$11.6M

Discretionary

$6.7M

58% of AUM

Avg account

$322K

Accounts

Employees

Advisory reps

Firm details

Headquarters: GLENVIEW, Illinois
CRD number: 307339
Website: breakoutprivatewealth.com
Custodians: TD AMERITRADE, INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans42.28%
Individuals32.45%
HNWI25.28%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Breakout Private Wealth LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm caters to both individual and family clients as well as institutional clients. It provides a range of services including financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. The firm does not actively focus on environmental, social, and governance (ESG) investments and is not classified as a multi-state adviser. The firm is owned by an individual and employs a fee structure based on a percentage of assets under management (AUM) and fixed fees. Breakout Private Wealth LLC is also recognized as a capital allocator, indicating its involvement in managing investments on behalf of clients.