MADRONA FINANCIAL & CPAS

2911 Bond Street, Suite 200
Everett, Washington 98201
Tel: 425-212-3777

About MADRONA FINANCIAL & CPAS

MADRONA FINANCIAL & CPAS, formally registered with the SEC as MADRONA FINANCIAL & CPAS. The firm was established in 01/03/2005. They have over 6 offices throughout the country.

MADRONA FINANCIAL & CPAS is a Everett, Washington based Financial Planning firm with nearly $392,984,192 assets under management, offering retirement planning & investment advisory services to 1543 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115753
SEC#	801-63693
Assets Managed by Firm	$392,984,192
No. of Clients	1543
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1543	$392,984,192
Individuals (other than high net worth individuals)	518	$186,471,040
High net worth individuals	102	$200,969,273
Charitable organizations	Fewer than 5 clients	$5,004,875
Corporations or other businesses	Fewer than 5 clients	$539,004

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