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Madison Investment Advisors LLC
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CRD # | 110297 |
SEC # | 801-52751 |
CIK # | 0001507115 |
AUM | $13.2 BB (2024-03-22) |
Employees | 95 (45% Investors, 14% Brokers) |
Phone | 608-274-0300 |
Address | 550 Science Drive Madison, WI 53711 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 11,259 | 2.9 |
(b) Individuals (high net worth individuals) | 1,778 | 2.5 |
(c) Banking or thrift institutions | 99 | 0.7 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 213 | 0.6 |
(h) Charitable organizations | 624 | 1.7 |
(i) State or municipal government entities | 75 | 0.9 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 134 | 2.6 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 561 | 1.3 |
(n) Other | 0 | 0.0 |
Total | 14,743 | 13.2 |
By Discretionary | ||
Discretionary | 14,743 | 13.2 |
Non-Discretionary | 0 | 0.0 |
Total | 14,743 | 13.2 |
By Non-United States Persons | ||
Non-United States Persons | 1.2 | |
United States Persons | 12.0 | |
Total | 14,743 | 13.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0001507115] |
Related Firms | State | AUM ($BB) |
---|---|---|
Madison Investment Advisors LLC
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|
WI | 13.2 |
Hansberger Growth Investors LP
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|
WI | 0.0 |
Madison Investment Holdings Inc
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|
WI | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Envestnet Retirement Solutions LLC
✚
|
IL | 14.3 |
We Family Offices LLC
✚
|
FL | 13.9 |
CSOP Asset Management Limited
✚
|
13.7 | |
Integrated Wealth Concepts LLC
✚
|
MA | 13.5 |
Jensen Investment Management Inc
✚
|
OR | 13.4 |
Ariel Investments LLC
✚
|
IL | 13.4 |
Mycio Wealth Partners LLC
✚
|
PA | 13.0 |
Advanced Research Investment Solutions LLC
✚
|
CA | 12.9 |
Westwood Global Investments LLC
✚
|
MA | 12.2 |
Mason Investment Advisory Services Inc
✚
|
VA | 12.2 |