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| Madison Avenue Securities LLC
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|
|---|---|
| CRD # | 23224 |
| SEC # | 801-69919 |
| CIK # | |
| AUM | $2.0 B (2026-05-06) |
| Employees | 125 (65% Investors, 69% Brokers) |
| Phone | 888-627-7323 |
| Address | 13500 Evening Creek Dr N San Diego, CA 92128 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,536 | 1.7 |
| (b) Individuals (high net worth individuals) | 548 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,099 | 2.0 |
| By Discretionary | ||
| Discretionary | 11,158 | 1.6 |
| Non-Discretionary | 2,941 | 0.4 |
| Total | 14,099 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 14,099 | 2.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Provise Management Group LLC
✚
|
FL | 2.0 |
|
Washington Crossing Advisors LLC
✚
|
NJ | 2.0 |
|
Althum Advisors LLC
✚
|
FL | 2.0 |
|
Avity Investment Management Inc
✚
|
CT | 2.0 |
|
Cherry Creek Family Offices LLC
✚
|
CO | 2.0 |
|
Boston Family Office LLC
✚
|
MA | 2.0 |
|
Marks Group Wealth Management Inc
✚
|
MN | 2.0 |
|
Albion Management Group
✚
|
UT | 2.0 |
|
Jackson Thornton Wealth Management LLC
✚
|
AL | 2.0 |
|
Avendus Wealth Management Private Limited
✚
|
2.0 |