Overview
Assets Under Management: $4.5 billion
Headquarters: MADISON, WI
Frequently Asked Questions
MADISON ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130874), MADISON ASSET MANAGEMENT is subject to fiduciary duty under federal law.
MADISON ASSET MANAGEMENT is headquartered in MADISON, WI.
According to their SEC Form ADV, MADISON ASSET MANAGEMENT offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
MADISON ASSET MANAGEMENT manages $4.5 billion in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, MADISON ASSET MANAGEMENT serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 49
Discretionary Accounts: 49
Regulatory Filings
CRD Number: 130874
Filing ID: 1837111
Last Filing Date: 2024-03-22 12:22:00