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Breakthru Advisory Services, LLC

EST. AUM
$125,740,000

CONTACTS
1

CLIENT ACCOUNTS
82

Firm Details

Metro area Milwaukee
CRD Number 332173
Website n
Client types

Overview

Breakthru Advisory Services, LLC, doing business as The Breakthru Multi-Family Office, is a registered investment adviser based in Muskego, Wisconsin, formed in May 2024. The firm provides discretionary asset management and financial planning services to individual clients, with investment strategies tailored to each client's goals, time horizons, risk tolerance, and objectives. Its principal owner is Breakthrough Strategies Inc., which is owned by Jerry Jendusa. The firm does not participate in wrap fee programs and manages assets on a fully discretionary basis.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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