Madison Park Capital Advisors, LLC
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 172780
- Registered since
- October 15, 2014
- Website
- www.madisonparkca.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.33%
- Individuals25.7%
- Pension & Profit Sharing Plans5.24%
- Charitable Organizations0.65%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Madison Park Capital Advisors, LLC is an independent SEC-registered investment adviser organized as an LLC and operating since 2014 under individual ownership. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management as well as fixed-fee arrangements. Its advisory menu emphasizes financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional accounts. According to filings the firm does not market itself as an active ESG investor, is not a pension consultant, and is not classified as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities21%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Andrew Barfoot
COOCRD 6478395
Contacts
3 of 3
Chris Featherstone
PrincipalCRD 4211954
Jeffrey Mullen
PrincipalCRD 1705197
William Reece
Senior Vice PresidentCRD 4686505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$201M in ETFs
96%
$193M
3%
$8.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $34.7M | 55,764 | 17.23% |
Location
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 701 5th Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
22nw, LP
RIASeattle, WA
Hamrick Investment Counsel, LLC
RIASeattle, WA
Cloud Capital Management
RIASeattle, WA
BAC Capital Advisors LLC
RIASeattle, WA
Breakwater Investment Management
RIASeattle, WA
Avatar Capital Management LLC
RIASeattle, WA