Madison Partners
Firm details
- Headquarters
- Monona, Wisconsin
- CRD number
- 305824
- Registered since
- March 4, 2020
- Website
- www.themadisonpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.93%
- Individuals34.48%
- Pension & Profit Sharing Plans3.56%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Madison Partners is an independent registered investment adviser that began SEC registration in 2020. The firm operates on a percentage-of-AUM fee model and caters to both individual & family clients and institutional relationships. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Madison Partners is organized as a corporation and is owned by an individual principal; it does not advertise itself as a capital allocator.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- Other3%
- Private Funds2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 220Active vs passive
$805M in ETFs
53%
$428M
45%
$377M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $77.1M | 409,922 | 9.58% |
Location
Monona, WI
Dane
Location
Monona, WI
Headquartered in Monona, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 1502 W Broadway
- Time zone
- CT (UTC-6)
- Office locations
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