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Home > Retirement Planners > texas > abilene > WILLIAM MADISON ADVISORS, INC.
WILLIAM MADISON ADVISORS, INC.
6452 Central Park Blvd
Abilene, Texas 79606
Tel: 325-673-6171
About WILLIAM MADISON ADVISORS, INC.
WILLIAM MADISON ADVISORS, INC, formally registered with the SEC as WILLIAM MADISON ADVISORS, INC. The firm was established in 05/29/2018. They have over 1 offices throughout the country.
WILLIAM MADISON ADVISORS, INC. is a Abilene, Texas based Financial Planning firm with nearly $397,353,162 assets under management, offering retirement planning & investment advisory services to 527 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 294782 |
| SEC# | 801-113313 |
| Assets Managed by Firm | $397,353,162 |
| No. of Clients | 527 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 527 | $397,353,162 |
| Individuals (other than high net worth individuals) | 395 | $126,395,414 |
| High net worth individuals | 127 | $262,187,466 |
| Charitable organizations | 4 | $8,464,317 |
| Corporations or other businesses | 1 | $305,965 |
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