Madison Global Advisors LLC

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Assets, Funds, Holdings

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Madison Global Advisors LLC
CRD #288894
SEC #801-125976
CIK #
AUM $55.4 MM (2024-03-29)
Employees 5 (100% Investors, 100% Brokers)
Phone631-240-4155
Address350 Motor Parkway
Hauppauge, NY 11788
Source [IAPD]
Total AUM ($MM)
604836241202009201420192025
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
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