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| Happy Holidays!! thanks for using AUM13F!! |
| Madison Global Advisors LLC
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| CRD # | 288894 |
| SEC # | 801-125976 |
| CIK # | |
| AUM | $80.4 M (2025-07-29) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 631-240-4155 |
| Address | 350 Motor Parkway Hauppauge, NY 11788 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 43.0 |
| (b) Individuals (high net worth individuals) | 51 | 32.0 |
| (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 | 4 | 5.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 178 | 80.4 |
| By Discretionary | ||
| Discretionary | 105 | 28.3 |
| Non-Discretionary | 73 | 52.1 |
| Total | 178 | 80.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 74.9 | |
| Total | 178 | 80.4 |
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|---|---|---|
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0.1 | |
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|
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|
0.1 | |
|
Eagan Capital Management LLC
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NY | 0.1 |
|
Wealthspan Investment Management LLC
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|
MI | 0.1 |