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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Madrona Financial Services LLC
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|---|---|
| CRD # | 115753 |
| SEC # | 801-63693 |
| CIK # | 0001578370 |
| AUM | $505.7 M (2025-03-20) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Phone | 425-212-3777 |
| Address | 2911 Bond Street, Suite 200 Everett, WA 98201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 33.8 | ||
| Apple Inc | 8.0 | ||
| Costco Wholesale Corp /NEW | 5.7 | ||
| Carter Validus Mission Critical REIT II Inc | 4.5 | ||
| Nvidia Corp | 2.4 | ||
| Amazon Com Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 471 | 162.7 |
| (b) Individuals (high net worth individuals) | 200 | 331.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 10.6 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,725 | 505.7 |
| By Discretionary | ||
| Discretionary | 1,725 | 505.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,725 | 505.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 504.5 | |
| Total | 1,725 | 505.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001578370] |
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Highland Financial Advisors LLC
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Hilltop Wealth Advisors LLC
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Greenbush Financial Group LLC
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