|
⚲
|
| Keyboard |
| Madison Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 132386 |
| SEC # | 801-106492 |
| CIK # | |
| AUM | 509.7 M (2026-04-03) |
| Employees | 16 (69% Investors, 56% Brokers) |
| Phone | 914-328-8558 |
| Address | 10 New King St White Plains, NY 10604 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 877 | 239.2 |
| (b) Individuals (high net worth individuals) | 203 | 265.6 |
| (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 | 18 | 2.3 |
| (h) Charitable organizations | 4 | 2.6 |
| (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 | 2,229 | 509.7 |
| By Discretionary | ||
| Discretionary | 2,229 | 509.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,229 | 509.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 509.7 | |
| Total | 2,229 | 509.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mattson Financial Services LLC
✚
|
MI | 515.0 M |
|
Haven Wealth Group LLC
✚
|
TX | 514.8 M |
|
Aspire Private Capital LLC
✚
|
NC | 509.7 M |
|
Highbrook Capital Partners LLC
✚
|
GA | 509.1 M |
|
Wealthcrest Financial Services LLC
✚
|
VA | 507.5 M |
|
Kaufman Rossin Wealth LLC
✚
|
FL | 506.7 M |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 505.0 M |
|
Black Coral Financial Advisors LLC
✚
|
NJ | 504.4 M |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 502.0 M |
|
Pandowealth LLC
✚
|
500.3 M |