Overview
Assets Under Management: $506 million
Headquarters: EVERETT, WA
High-Net-Worth Clients: 200
Average Client Assets: $2 million
Frequently Asked Questions
MADRONA FINANCIAL SERVICES, 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 #115753), MADRONA FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
MADRONA FINANCIAL SERVICES, LLC is headquartered in EVERETT, WA.
MADRONA FINANCIAL SERVICES, LLC serves 200 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, MADRONA FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
MADRONA FINANCIAL SERVICES, LLC manages $506 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, MADRONA FINANCIAL SERVICES, 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, 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