MADISON INVESTMENT ADVISORS, LLC

550 Science Drive
Madison, Wisconsin 53711
Tel: 608-274-0300

About MADISON INVESTMENT ADVISORS, LLC

MADISON INVESTMENT ADVISORS, LLC, formally registered with the SEC as MADISON INVESTMENT ADVISORS, LLC. The firm was established in 08/29/1996. They have over 3 offices throughout the country.

MADISON INVESTMENT ADVISORS, LLC is a Madison, Wisconsin based Financial Planning firm with nearly $12,949,877,511 assets under management, offering retirement planning & investment advisory services to 14261 clients. The firm is staffed with 96 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110297
SEC#	801-52751
Assets Managed by Firm	$12,949,877,511
No. of Clients	14261
No. of Advisors	96

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	14261	$12,949,877,511
Individuals (other than high net worth individuals)	10903	$2,709,418,876
High net worth individuals	1525	$2,104,401,901
Pension and profit sharing plans	239	$532,243,438
Charitable organizations	656	$1,660,688,573
Corporations or other businesses	587	$1,215,284,875

Inquire with MADISON INVESTMENT ADVISORS, LLC

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