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 organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm is registered with the SEC (registered in 2024) and focuses on fee-based financial planning and portfolio management for individuals and small businesses. Its advisory services also include selection of other advisers, indicating a willingness to use external managers and subordinate relationships when appropriate. Fee arrangements include a percentage-of-AUM component alongside hourly charges. Breakthru describes itself as not an active ESG investor and does not list pension consulting or multi-state adviser activity as part of its primary offering.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
1 of 1Abigail Lemke
Chief Compliance OfficerCRD 8317367
Contacts
3 of 3
Sarah Kopesky
Investment Advisor RepresentativeCRD 6558816
Jerald Jendusa
Owner and ConsultantCRD 7945303
Candice Genrich
Client Relations ManagerCRD 8231960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$28.7M in ETFs
69%
$19.8M
6%
$8.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $5.5M | 7,226 | 19.20% |
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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