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Home > Retirement Planners > washington > seattle > MADISON PARK CAPITAL ADVISORS, LLC
MADISON PARK CAPITAL ADVISORS, LLC
701 Fifth Avenue
Suite 4200
Seattle, Washington 98104
Tel: 206-623-6722
About MADISON PARK CAPITAL ADVISORS, LLC
MADISON PARK CAPITAL ADVISORS, LLC, formally registered with the SEC as MADISON PARK CAPITAL ADVISORS, LLC. The firm was established in 10/15/2014. They have over 2 offices throughout the country.
MADISON PARK CAPITAL ADVISORS, LLC is a Seattle, Washington based Financial Planning firm with nearly $272,642,586 assets under management, offering retirement planning & investment advisory services to 1041 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172780 |
| SEC# | 801-80446 |
| Assets Managed by Firm | $272,642,586 |
| No. of Clients | 1041 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
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 | 1041 | $272,642,586 |
| Individuals (other than high net worth individuals) | 242 | $69,457,687 |
| High net worth individuals | 106 | $190,731,133 |
| Pension and profit sharing plans | 11 | $11,137,841 |
| Charitable organizations | Fewer than 5 clients | $1,176,168 |
| Corporations or other businesses | Fewer than 5 clients | $139,757 |
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