Overview
Assets Under Management: $1.1 billion
Headquarters: MADISON, WI
High-Net-Worth Clients: 336
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 336
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,779
Discretionary Accounts: 5,776
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 305824
Filing ID: 1973231
Last Filing Date: 2025-03-31 10:27:00
Website: https://themadisonpartners.com