350 Motor Parkway
Suite 205
Hauppauge, New York 11788
Tel: 631-240-4155
MADISON GLOBAL ADVISORS LLC, formally registered with the SEC as MADISON GLOBAL ADVISORS LLC. The firm was established in 08/19/2022. They have over 1 offices throughout the country.
MADISON GLOBAL ADVISORS LLC is a Hauppauge, New York based Financial Planning firm with nearly $55,400,000 assets under management, offering retirement planning & investment advisory services to 163 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288894 |
| SEC# | 801-125976 |
| Assets Managed by Firm | $55,400,000 |
| No. of Clients | 163 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 163 | $55,400,000 |
| Individuals (other than high net worth individuals) | 124 | $15,000,000 |
| High net worth individuals | 39 | $35,000,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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