MADISON GLOBAL ADVISORS LLC

Overview

Madison Global Advisors LLC is a limited liability company that provides wealth management and advisory services to both individuals/families and institutional clients. The firm is SEC-registered (since 2022) and functions as a capital allocator, offering portfolio management, financial planning, and the selection of third‑party advisers. Its business activities extend into brokerage and insurance: the firm operates as a broker‑dealer, maintains registered representatives, and acts as an insurance broker. Fees are charged primarily as a percentage of assets under management, with other fee arrangements also used. The firm is neither an active ESG investor nor a multi‑state adviser according to the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices