Madison Capital Markets LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
332196
Registered since
April 30, 2025

Firm profile

FINTRX

Overview

Madison Capital Markets LLC is organized as a limited liability company and is recorded by FINTRX as SEC-registered in 2025. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in FINTRX's taxonomy. It is not identified as a capital allocator, does not self-report active ESG investing activity, and is not flagged as a multi-state adviser. FINTRX also marks it as not a pension consultant and not related to a separate adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Masoud Koshan

    Masoud Koshan

    Director of ProductCRD 5180203

  • Amanda Teeple

    Amanda Teeple

    Managing DirectorCRD 4928064

  • Lee Anne Bastidas

    Lee Anne Bastidas

    Executive VPCRD 2745329

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
26 Corporate Plaza Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth