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 operates as a sole proprietorship controlled by an individual owner. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges clients on a percentage-of-assets-under-management basis as well as by hourly fees. It is not registered as a multi-state adviser, does not market itself as an active ESG investor, and does not list pension consulting or related-adviser services.
Assets & Accounts
Investments & Alternatives
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