Madison Financial Advisors Ltd
- Assets, Funds, Holdings
| Message |
|
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| Madison Financial Advisors Ltd
|
| CRD # | 111728 |
| SEC # | 801-60390 |
| CIK # | 0001507115 |
| AUM |
|
| Employees |
29 (41% Investors, 0% Brokers)
|
| Phone | 513-871-4555 |
| Address | 7755 Montgomery Road
Cincinnati, OH 45236 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
210
|
68.1 |
| (b) Individuals (high net worth individuals) |
316
|
948.7 |
| (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 |
7.4 |
| (h) Charitable organizations |
29 |
57.0 |
| (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 |
12 |
22.4 |
| (n) Other |
4 |
20.3 |
| Total |
2,495 |
1,123.9 |
| By Discretionary |
| Discretionary |
2,495 |
1,123.9 |
| Non-Discretionary |
0 |
0.0 |
| Total |
2,495 |
1,123.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
2.1 |
| United States Persons |
|
1,121.8 |
| Total |
2,495 |
1,123.9 |
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