MADISON ADVISORY GROUP, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
163872
Registered since
May 30, 2012

Firm profile

FINTRX

Overview

Madison Advisory Group, Inc. appears to operate primarily as an adviser to a private fund rather than as a traditional advisory firm with a retail or broad institutional client base. The firm is SEC-registered (since 2012) and is owned by an individual; it is classified as unclassified in filings and is not identified as an active ESG investor, a multi-state adviser, or a pension consultant. Public disclosures do not list advisory client accounts, and the firm has not provided details about its fee structure or day-to-day advisory activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • PETER GREENWOOD

    Managing DirectorCRD 4341719

  • RICHARD GREENWOOD

    PresidentCRD 229315

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
875 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth