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MADRONE INVESTMENT ADVISORY, LLC
1101 5th Ave
Suite 310
San Rafael, California 94901
Tel: 415-785-4585
About MADRONE INVESTMENT ADVISORY, LLC
MADRONE INVESTMENT ADVISORY, LLC, formally registered with the SEC as MADRONE INVESTMENT ADVISORY, LLC. The firm was established in 06/01/2021. They have over 1 offices throughout the country.
MADRONE INVESTMENT ADVISORY, LLC is a San Rafael, California based Financial Planning firm with nearly $200,754,000 assets under management, offering retirement planning & investment advisory services to 397 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149549 |
| SEC# | 801-121355 |
| Assets Managed by Firm | $200,754,000 |
| No. of Clients | 397 |
| No. of Advisors | 1 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 397 | $200,754,000 |
| Individuals (other than high net worth individuals) | 56 | $28,327,000 |
| High net worth individuals | 56 | $161,525,000 |
| Pension and profit sharing plans | 2 | $8,347,000 |
| Charitable organizations | 1 | $532,000 |
| Corporations or other businesses | 1 | $2,023,000 |
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