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, fee-based registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It charges fees as a percentage of assets under management and operates as a corporation owned by an individual. Madison Partners does not identify as an active ESG investor and is not registered as a multi-state 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 Funds84%
- Exchange Traded Equities10%
- Other3%
- Private Funds2%
- Cash & Cash Equivalents1%
Contacts
3 of 38JOHN FRIGERI
Wealth AdvisorCRD 5201533
Brian Ericson-Huneck
Wealth AdvisorCRD 7583891
Benjamin L'Empereur
Wealth AdvisorCRD 7786167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 159Active vs passive
$665M in ETFs
50%
$335M
48%
$330M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $63.7M | 410,554 | 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
Similar firms
CAPITAL INVESTMENT SERVICES OF AMERICA INC
RIAMILWAUKEE, WI
THE MILWAUKEE COMPANY
RIATHIENSVILLE, WI
MASON WELLS, INC.
RIAMILWAUKEE, WI
SENTRY INVESTMENT MANAGEMENT, L.L.C.
RIAStevens Point, WI
Isthmus Partners, LLC
RIAMADISON, WI
CAMPBELL NEWMAN ASSET MANAGEMENT INC
RIAMILWAUKEE, WI