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| Happy Holidays!! thanks for using AUM13F!! |
| Madison Advisory Services Inc
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| CRD # | 132386 |
| SEC # | 801-106492 |
| CIK # | |
| AUM | $428.9 M (2025-07-29) |
| Employees | 15 (100% Investors, 60% Brokers) |
| Phone | 914-328-8558 |
| Address | 10 New King St White Plains, NY 10604 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 917 | 279.5 |
| (b) Individuals (high net worth individuals) | 92 | 147.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.5 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,210 | 428.9 |
| By Discretionary | ||
| Discretionary | 2,208 | 428.3 |
| Non-Discretionary | 2 | 0.5 |
| Total | 2,210 | 428.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 428.9 | |
| Total | 2,210 | 428.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Acorn Wealth Advisors LLC
✚
|
MI | 0.4 |
|
van Strum & Towne Inc
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|
CA | 0.4 |
|
Delta Financial Advisors LLC
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LA | 0.4 |
|
The Menard Financial Group LLC
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TX | 0.4 |
|
Sterling Wealth Management Inc
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IL | 0.4 |
|
Beta Wealth Group Inc
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CA | 0.4 |
|
Maryland Capital Advisors Inc
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|
MD | 0.4 |
|
Sands Capital Horizons LLC
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|
VA | 0.4 |
|
Mark Sheptoff Financial Planning LLC
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|
CT | 0.4 |
|
Altman Advisors Inc
✚
|
IL | 0.4 |