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MADISON PARTNERS
1502 W Broadway
Suite 301
Madison, Wisconsin 53713
Tel: 608-210-1021
About MADISON PARTNERS
MADISON PARTNERS, formally registered with the SEC as MADISON PARTNERS. The firm was established in 03/04/2020. They have over 3 offices throughout the country.
MADISON PARTNERS is a Madison, Wisconsin based Financial Planning firm with nearly $461,551,362 assets under management, offering retirement planning & investment advisory services to 3006 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 305824 |
| SEC# | 801-118168 |
| Assets Managed by Firm | $461,551,362 |
| No. of Clients | 3006 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3006 | $461,551,362 |
| Individuals (other than high net worth individuals) | 898 | $239,548,251 |
| High net worth individuals | 184 | $215,003,111 |
| Pension and profit sharing plans | $7,000,000 |
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