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MADISON PARTNERS
1502 W Broadway
Suite 301
Madison, Wisconsin 53713
Tel: 608-210-1021
About MADISON PARTNERS
MADISON PARTNERS, formally registered with the SEC as MADISON PARTNERS. The firm was established in 03/04/2020. They have over 5 offices throughout the country.
MADISON PARTNERS is a Madison, Wisconsin based Financial Planning firm with nearly $1,094,186,882 assets under management, offering retirement planning & investment advisory services to 5779 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305824 |
| SEC# | 801-118168 |
| Assets Managed by Firm | $1,094,186,882 |
| No. of Clients | 5779 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5779 | $1,094,186,882 |
| Individuals (other than high net worth individuals) | 1541 | $354,109,590 |
| High net worth individuals | 336 | $700,899,519 |
| Pension and profit sharing plans | 22 | $38,722,404 |
| Charitable organizations | Fewer than 5 clients | $455,369 |
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