|
⚲
|
| Madison Park Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 172780 |
| SEC # | 801-80446 |
| CIK # | 0001993022 |
| AUM | $259.4 MM (2024-03-06) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 206-623-6722 |
| Address | 701 Fifth Avenue Seattle, WA 98104 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 7.9 | |
| AAPL | 2,382,844.0 | 2.7 | |
| COST | 207,576.9 | 2.5 | |
| BX | 69,051.8 | 2.1 | |
| AMZN | 1,092,997.8 | 1.7 | |
| CVX | 294,604.1 | 1.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 259 | 66.8 |
| (b) Individuals (high net worth individuals) | 111 | 181.1 |
| (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 | 16 | 9.9 |
| (h) Charitable organizations | 0 | 1.2 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,063 | 259.4 |
| By Discretionary | ||
| Discretionary | 1,051 | 241.3 |
| Non-Discretionary | 12 | 18.0 |
| Total | 1,063 | 259.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 258.0 | |
| Total | 1,063 | 259.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001993022] |
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|---|---|---|
|
Elyxium Wealth LLC
✚
|
CA | 0.3 |
|
Carswell Investments LLC
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|
NY | 0.3 |
|
United Advisors America Corporation
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|
TX | 0.3 |
|
Blue Investment Partners LLC
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CA | 0.3 |
|
Scala Capital LLC
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FL | 0.3 |
|
The ETF Store Inc
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KS | 0.3 |
|
Mid-American Wealth Advisory Group Inc
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|
MO | 0.3 |
|
Hunter Lewis LLC
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|
VA | 0.3 |
|
Resolute Wealth Strategies LLC
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|
MS | 0.3 |
|
MBA Advisors LLC
✚
|
PA | 0.3 |