|
⚲
|
| Madison Avenue Securities LLC
✚
|
|
|---|---|
| CRD # | 23224 |
| SEC # | 801-69919 |
| CIK # | |
| AUM | $2.0 B (2025-05-07) |
| Employees | 93 (82% Investors, 97% Brokers) |
| Phone | 888-627-7323 |
| Address | 13500 Evening Creek Dr N San Diego, CA 92128 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14,100 | 1.8 |
| (b) Individuals (high net worth individuals) | 412 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,100 | 2.0 |
| By Discretionary | ||
| Discretionary | 8,589 | 1.2 |
| Non-Discretionary | 5,511 | 0.9 |
| Total | 14,100 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 14,100 | 2.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guardian Wealth Advisors LLC
✚
|
NC | 2.1 |
|
Foundry Partners LLC
✚
|
OH | 2.0 |
|
Wealth Architects LLC
✚
|
CA | 2.0 |
|
Pandi LLC
✚
|
MO | 2.0 |
|
Full Sail Capital LLC
✚
|
OK | 2.0 |
|
Grandfield & Dodd LLC
✚
|
NY | 2.0 |
|
Silver Oak Securities Incorporated
✚
|
TN | 2.0 |
|
BFC Planning Inc
✚
|
IA | 2.0 |
|
Stairway Partners LLC
✚
|
MN | 2.0 |
|
Sunbelt Securities Inc
✚
|
TX | 2.0 |