Madison Partners
Firm details
- Headquarters
- Monona, Wisconsin
- CRD number
- 305824
- Registered since
- March 4, 2020
- Website
- www.themadisonpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.93%
- Individuals34.48%
- Pension & Profit Sharing Plans3.56%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Madison Partners is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients and charges fees based on a percentage of assets under management. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm does not describe itself as an active ESG investor and is not identified as a capital allocator; instead it relies on third-party managers for alternative exposures. The combination of a mutual-fund/public-funds emphasis and delegated alternative manager usage suggests a hybrid model that blends broadly diversified pooled vehicles with outsourced specialist strategies.
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 Funds84%
- Exchange Traded Equities10%
- Other3%
- Private Funds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Altug Dincturk
CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 5061765
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Andrew Page
Chief Operations OfficerCRD 2813050
Contacts
3 of 39
Nathaniel Hedden
Wealth AdvisorCRD 5652562
Shane Kieler
Wealth AdvisorCRD 5667045
Richard Precious
Wealth AdvisorCRD 5735574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 220Active vs passive
$805M in ETFs
53%
$428M
45%
$377M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $77.1M | 409,922 | 9.58% |
Location
Monona, WI
Dane
Location
Monona, WI
Headquartered in Monona, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 1502 W Broadway
- Time zone
- CT (UTC-6)
- Office locations
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