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Madison Global Advisors LLC
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CRD # | 288894 |
SEC # | 801-125976 |
CIK # | |
AUM | $55.4 MM (2024-03-29) |
Employees | 5 (100% Investors, 100% Brokers) |
Phone | 631-240-4155 |
Address | 350 Motor Parkway Hauppauge, NY 11788 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 124 | 15.0 |
(b) Individuals (high net worth individuals) | 39 | 35.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 4 | 5.4 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 163 | 55.4 |
By Discretionary | ||
Discretionary | 6 | 12.0 |
Non-Discretionary | 157 | 43.4 |
Total | 163 | 55.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.5 | |
United States Persons | 54.9 | |
Total | 163 | 55.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Constellation Asset Management Inc
✚
|
NY | 0.1 |
Weigel Fiduciary Asset Management
✚
|
NY | 0.1 |
Quint Wealth Management Inc
✚
|
NY | 0.1 |
C & C Financial Services Inc
✚
|
NY | 0.1 |
Whitwell & Co LLC
✚
|
TX | 0.1 |
Leslie Marie Giordano
✚
|
NY | 0.1 |
Smart Steps Wealth Management LLC
✚
|
MO | 0.1 |
Franco Financial Advisors Inc
✚
|
NY | 0.1 |
St Columbanus AG
✚
|
0.1 | |
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 0.1 |