Overview
Assets Under Management: $441 million
Headquarters: ABILENE, TX
High-Net-Worth Clients: 132
Average Client Assets: $2 million
Frequently Asked Questions
WILLIAM MADISON ADVISORS, INC. 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 #294782), WILLIAM MADISON ADVISORS, INC. is subject to fiduciary duty under federal law.
WILLIAM MADISON ADVISORS, INC. is headquartered in ABILENE, TX.
WILLIAM MADISON ADVISORS, INC. serves 132 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, WILLIAM MADISON ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WILLIAM MADISON ADVISORS, INC. manages $441 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, WILLIAM MADISON ADVISORS, INC. 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: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 494
Discretionary Accounts: 494
Regulatory Filings
CRD Number: 294782
Filing ID: 1972620
Last Filing Date: 2025-03-31 13:21:00
Website: https://williammadison.com