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 came under 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 clients on a percentage-of-AUM basis. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not self-identify as an active ESG investor. Investment activity, as reflected in public filings and allocations, centers on public funds and mutual funds (including ETFs) as the primary building blocks of client portfolios, supplemented by third-party alternative managers and fixed-income vehicles.
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
2 of 2
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Altug Dincturk
CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 5061765
Contacts
3 of 36
John 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
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