Madison Capital Markets LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
332196
Registered since
April 30, 2025

Firm profile

FINTRX

Overview

Madison Capital Markets LLC is organized as a limited liability company and is identified in FINTRX as having both a domestic entity and an individual owner. The firm is listed as SEC-registered in 2025 and is classified as "Unclassified" within the dataset. Reported profile attributes indicate the firm does not present itself as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser. FINTRX does not include details about the firm's advisory activities, fee schedule, business lines, or target client segments. The firm also did not supply information about its activities and affiliations in the dataset.

Assets & Accounts

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

3 of 12
  • Masoud Koshan

    Masoud Koshan

    Director of ProductCRD 5180203

  • Amanda Teeple

    Amanda Teeple

    Managing DirectorCRD 4928064

  • Lee Anne Bastidas

    Lee Anne Bastidas

    Executive VPCRD 2745329

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
26 Corporate Plaza Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth