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Lesley Su-Lu Chao

BREAKTHROUGH SERVICES, L.L.C.·LOS ANGELES, California
Clean recordBREAKTHROUGH SERVICES, L.L.C.
10100 SANTA MONICA BLVD, LOS ANGELES, CA 90067CRD# 4657423Firm CRD# 309668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lesley Su-Lu Chao · LOS ANGELES, CA
Registration
CRD #4657423 · BREAKTHROUGH SERVICES, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lesley Su-Lu Chao is a registered financial advisor based in LOS ANGELES, California, affiliated with BREAKTHROUGH SERVICES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BREAKTHROUGH SERVICES, L.L.C.
BREAKTHROUGH PROPERTIES
AUM
$2.6B
Regulatory assets under management
Employees
76
Total firm employees
View all advisors at BREAKTHROUGH SERVICES, L.L.C. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PROPERTY MGT, LEASING, AND DEVELOPMENT FEES
Regulatory
SEC/IARD CRD# 4657423
Firm CRD# 309668
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lesley Su-Lu Chao offer?
Lesley Su-Lu Chao specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Lesley Su-Lu Chao's credentials?
Lesley Su-Lu Chao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lesley Su-Lu Chao located?
Lesley Su-Lu Chao is based in LOS ANGELES, California, working with BREAKTHROUGH SERVICES, L.L.C.. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Lesley Su-Lu Chao charge for services?
Lesley Su-Lu Chao's firm is compensated through percentage of aum, performance-based fees, other: property mgt, leasing, and development fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BREAKTHROUGH SERVICES, L.L.C.?
BREAKTHROUGH SERVICES, L.L.C. has approximately 76 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BREAKTHROUGH SERVICES, L.L.C.

Daniel Belldegrun
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Daniel William D'orazi
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Jennifer Leigh Warne
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Research
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