W
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-10-2018
- Office Locations
- 1
Office Locations
15255 South 94th AVE, Suite #500 Orland Park IL
About Wave & Breakout L.l.c.
WAVE & BREAKOUT L.L.C. is a retail-focused advisory firm in Orland Park, IL led by managing member/CCO William Patrick Hackett. The firm runs SMAs primarily invested in ETFs, with smaller allocations to public funds and cash, and custodies assets at Interactive Brokers.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$43.2K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
No keyword tags available.
Owner & Executives
W
WILLIAM PATRICK HACKETT
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2218642
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,805,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,805,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing