Overview
Assets Under Management: $69 million
High-Net-Worth Clients: 8
Average Client Assets: $8.4 million
Frequently Asked Questions
MADISON FAMILY ADVISORS, INC. 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 #158755), MADISON FAMILY ADVISORS, INC. is subject to fiduciary duty under federal law.
MADISON FAMILY ADVISORS, INC. serves 8 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, MADISON FAMILY ADVISORS, INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
MADISON FAMILY ADVISORS, INC. manages $69 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, MADISON FAMILY ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.34%
Average Client Assets: $8.4 million
Total Client Accounts: 31
Discretionary Accounts: 31
Regulatory Filings
CRD Number: 158755
Filing ID: 1200669
Last Filing Date: 2018-03-29 11:10:00