MADISON CAPITAL MARKETS LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
11
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 listed as SEC-registered in 2025. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and its profile indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm has not supplied details about its business activities, advisory services, client segments, fee schedules, or outside affiliations. Because those fields are blank in the available data, there is no public information on investment strategy, target client types, or service lines.

Assets & Accounts

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 11
  • MASOUD KOSHAN

    Director of ProductCRD 5180203

  • AMANDA TEEPLE

    Managing DirectorCRD 4928064

  • LEE ANNE BASTIDAS

    Executive VPCRD 2745329

Unlock 8 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth