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BREAKTHROUGH SERVICES, L.L.C.
BREAKTHROUGH SERVICES, L.L.C.
BREAKTHROUGH PROPERTIES
LOS ANGELES, California
·
4 registered advisors
·
CRD# 309668
SEC# 801-119412
4
213-715-3558
01
Firm Overview
AUM
$2.6B
Regulatory assets under management
Employees
76
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: PROPERTY MGT, LEASING, AND DEVELOPMENT FEES
03
Specialties
Retirement Planning
04
Advisors at BREAKTHROUGH SERVICES, L.L.C.
4 registered advisors
Daniel Belldegrun
LOS ANGELES, California
CRD# 7282055
Daniel William D'orazi
LOS ANGELES, California
CRD# 7529944
Jennifer Leigh Warne
LOS ANGELES, California
CRD# 7858668
Lesley Su-Lu Chao
LOS ANGELES, California
CRD# 4657423
05
Office Locations
LOS ANGELES, California
4 advisors
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Data sourced from SEC Form ADV filings. BREAKTHROUGH SERVICES, L.L.C. (CRD# 309668) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.