Overview
Assets Under Management: $273 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 106
Average Client Assets: $2 million
Frequently Asked Questions
MADISON PARK CAPITAL ADVISORS, LLC 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 #172780), MADISON PARK CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
MADISON PARK CAPITAL ADVISORS, LLC is headquartered in SEATTLE, WA.
MADISON PARK CAPITAL ADVISORS, LLC serves 106 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, MADISON PARK CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MADISON PARK CAPITAL ADVISORS, LLC manages $273 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, MADISON PARK CAPITAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,041
Discretionary Accounts: 1,019
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 172780
Last Filing Date: 2025-02-12 00:00:00
Website: https://madisonparkca.com