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Home > Retirement Planners > new york > white plains > MADISON ADVISORY SERVICES, INC.
MADISON ADVISORY SERVICES, INC.
10 New King St
Suite 104
White Plains, New York 10604
Tel: 914-328-8558
About MADISON ADVISORY SERVICES, INC.
MADISON ADVISORY SERVICES, INC, formally registered with the SEC as MADISON ADVISORY SERVICES, INC. The firm was established in 08/10/2015. They have over 3 offices throughout the country.
MADISON ADVISORY SERVICES, INC. is a White Plains, New York based Financial Planning firm with nearly $428,867,970 assets under management, offering retirement planning & investment advisory services to 2210 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132386 |
| SEC# | 801-106492 |
| Assets Managed by Firm | $428,867,970 |
| No. of Clients | 2210 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2210 | $428,867,970 |
| Individuals (other than high net worth individuals) | 917 | $279,498,306 |
| High net worth individuals | 92 | $147,508,937 |
| Pension and profit sharing plans | 2 | $530,825 |
| Charitable organizations | 1 | $1,329,902 |
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