Overview
Assets Under Management: $13.3 billion
Headquarters: MADISON, WI
High-Net-Worth Clients: 42
Average Client Assets: $75 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.54
Average High-Net-Worth Client Assets: $75 million
Total Client Accounts: 15,949
Discretionary Accounts: 15,949
Regulatory Filings
CRD Number: 110297
Filing ID: 1960149
Last Filing Date: 2025-03-28 11:33:00
Website: https://madisonadv.com