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MADRONA FINANCIAL & CPAS

2911 Bond Street, Suite 200
Everett, Washington 98201
Tel: 425-212-3777

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About MADRONA FINANCIAL & CPAS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#115753
SEC#801-63693
Assets Managed by Firm$392,984,192
No. of Clients1543
No. of Advisors21

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1543$392,984,192
Individuals (other than high net worth individuals)518$186,471,040
High net worth individuals102$200,969,273
Charitable organizationsFewer than 5 clients$5,004,875
Corporations or other businessesFewer than 5 clients$539,004

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