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MADISON ASSET MANAGEMENT
550 Science Drive
Madison, Wisconsin 53711
Tel: 800-767-0300
About MADISON ASSET MANAGEMENT
MADISON ASSET MANAGEMENT, formally registered with the SEC as MADISON ASSET MANAGEMENT. The firm was established in 04/27/2004. They have over 2 offices throughout the country.
MADISON ASSET MANAGEMENT is a Madison, Wisconsin based Financial Planning firm with nearly $4,484,845,089 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 95 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130874 |
| SEC# | 801-62992 |
| Assets Managed by Firm | $4,484,845,089 |
| No. of Clients | 49 |
| No. of Advisors | 95 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 49 | $4,484,845,089 |
| Pension and profit sharing plans | 7 | $18,234,995 |
| Corporations or other businesses | 1 | $1,173,282 |
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