|
⚲
|
| Madrona Financial Services LLC
✚
|
|
|---|---|
| CRD # | 115753 |
| SEC # | 801-63693 |
| CIK # | 0001578370 |
| AUM | $691.8 M (2026-06-08) |
| Employees | 18 (67% Investors, 0% Brokers) |
| Phone | 425-212-3777 |
| Address | 2911 Bond Street, Suite 200 Everett, WA 98201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 16.9 | ||
| Apple Inc | 11.5 | ||
| Costco Wholesale Corp /NEW | 5.4 | ||
| Nvidia Corp | 4.1 | ||
| Alphabet Inc | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 169.7 |
| (b) Individuals (high net worth individuals) | 281 | 505.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 16.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,813 | 691.8 |
| By Discretionary | ||
| Discretionary | 1,813 | 691.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,813 | 691.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 690.0 | |
| Total | 1,813 | 691.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001578370] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
360 Financial Inc
✚
|
MN | 0.7 |
|
Hartford Financial Management Inc
✚
|
CT | 0.7 |
|
The Retirement Solution LLC
✚
|
WA | 0.7 |
|
Broadview Financial Management LLC
✚
|
WI | 0.7 |
|
Grey Fox Wealth Advisors LLC
✚
|
DE | 0.7 |
|
ABG Consultants LLC
✚
|
UT | 0.7 |
|
Milestone Asset Management LLC
✚
|
PA | 0.7 |
|
Family Investment Center Inc
✚
|
MO | 0.7 |
|
Marotta Asset Management Inc
✚
|
VA | 0.7 |
|
Precedent Wealth Partners LLC
✚
|
TX | 0.7 |