Madison Money Management, Inc.
RIASEC Registered
Total AUM
$10.1M
Discretionary
$10.1M
100% of AUM
Avg account
$845K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 126394
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Madison Money Management, Inc. is a small, privately owned corporate adviser that provides portfolio management services to individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify itself as an ESG investor, pension consultant, multi-state adviser, or related adviser. Its activity is focused on discretionary portfolio management rather than capital allocation or third-party fund-of-funds activity.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1Joseph Bencivenga
PresidentCRD 4654686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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