Madison Advisory Services, Inc.

RIASEC Registered

Total AUM

$510M

Discretionary

$510M

100% of AUM

Avg account

$229K

Accounts

2,229

Employees

Advisory reps

Firm details

Headquarters: White Plains, New York
CRD number: 132386
Registered since: August 10, 2015
Website: www.madisonplanning.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.11%
Individuals46.93%
Charitable Organizations0.51%
Pension & Profit Sharing Plans0.46%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Madison Advisory Services, Inc. is an independent registered investment adviser that registered with the SEC in 2015. The firm serves both individual/family and institutional clients and operates as a capital allocator that also selects outside managers on clients’ behalf. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm identifies as an active ESG investor and maintains industry relationships that include broker-dealers, other investment advisers, accounting firms, and insurance companies.