Madrona Financial & Cpas

RIASEC Registered

Total AUM

$692M

Discretionary

$692M

100% of AUM

Avg account

$382K

Accounts

1,813

Employees

Advisory reps

Firm details

Headquarters: Everett, Washington
CRD number: 115753
Registered since: January 3, 2005
Website: www.madronafinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI73.12%
Individuals24.53%
Charitable Organizations2.32%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Madrona Financial & Cpas is an independent, owner-operated registered investment adviser that provides wealth management and financial planning to individuals and families. The firm is SEC-registered (initial registration 2005) and combines advisory services with insurance brokerage capabilities. Its advisory offering includes portfolio management for individuals and small businesses, selection of other advisers, financial planning, and educational seminars and workshops. Fee arrangements are mixed: percentage-of-AUM, fixed fees, and commissions. The firm also acts as a capital allocator, directing client capital to third-party managers and funds.