Madanat Financial Services
RIASEC Registered
Total AUM
$29.7K
Discretionary
$0
0% of AUM
Avg account
$29.7K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297452
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Madanat Financial Services is a sole-proprietorship advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm is run by an individual owner and is classified as unclassified in regulatory filings. Its fee model combines a percentage-of-AUM charge with the option for hourly billing. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not described as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Madanat
PrincipalCRD 6883278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations