2911 Bond Street, Suite 200
Everett, Washington 98201
Tel: 425-212-3777
MADRONA FINANCIAL & CPAS, formally registered with the SEC as MADRONA FINANCIAL & CPAS. The firm was established in 01/03/2005. They have over 6 offices throughout the country.
MADRONA FINANCIAL & CPAS is a Everett, Washington based Financial Planning firm with nearly $392,984,192 assets under management, offering retirement planning & investment advisory services to 1543 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 115753 |
SEC# | 801-63693 |
Assets Managed by Firm | $392,984,192 |
No. of Clients | 1543 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1543 | $392,984,192 |
Individuals (other than high net worth individuals) | 518 | $186,471,040 |
High net worth individuals | 102 | $200,969,273 |
Charitable organizations | Fewer than 5 clients | $5,004,875 |
Corporations or other businesses | Fewer than 5 clients | $539,004 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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