Overview
Assets Under Management: $506 million
Headquarters: EVERETT, WA
High-Net-Worth Clients: 200
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 200
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,725
Discretionary Accounts: 1,725
Regulatory Filings
CRD Number: 115753
Filing ID: 1945486
Last Filing Date: 2025-03-20 12:02:00
Website: https://madronafinancial.com