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WAVE & BREAKOUT L.L.C.

Advisory

ORLAND PARK, IL

Data as of Feb 15, 2019 · Source: SEC Form ADV

Rank in IL
#1,638
of 1,719 advisers by AUM
Average account
$43K
across 65 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 15, 2019.

Total AUM
$3M
Discretionary %
100%
Clients
65
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients65
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

INDEPENDENT INVESTMENT ADVISOR, LLC
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LESTNA RETIREMENT, LLC
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ORBIT FINANCIAL PLANNING AND INVESTMENTS
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JT ASSET ALLOCATION LLC
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$3M
-48.3% 1Y

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