MADISON ADVISORY SERVICES, INC.

RIASEC RegisteredEst. 2015

Total AUM

$510M

Discretionary

$510M

100% of AUM

Avg account

$229K

Accounts

2,229

Employees

Advisory reps

Firm details

Headquarters: WHITE PLAINS, New York
CRD number: 132386
Registered since: August 10, 2015
Website: www.madisonplanning.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.11%
Individuals46.93%
Charitable Organizations0.51%
Pension & Profit Sharing Plans0.46%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Madison Advisory Services, Inc. is a fee-based advisory firm that manages portfolios for individuals, families and some institutional clients while also operating as an insurance broker-dealer. The firm blends financial planning and discretionary portfolio management with selection of third-party managers and educational workshops. Its practice leans heavily toward pooled public funds and mutual funds as the core implementation vehicle, but it also acts as a capital allocator when sourcing external managers and alternatives. Madison Advisory Services identifies as an active ESG investor, and its service mix includes hourly and fixed-fee engagements in addition to percentage-of-AUM billing.