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Building 2MADISON ADVISORY SERVICES, INC.

Map pinWHITE PLAINS, NY
Phone914-328-8558
NotebookSEC #801-106492
Total AUM
$509.7M
Employees
16
Clients
1,102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 NEW KING ST
SUITE 104
WHITE PLAINS
NY 10604
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
914-328-8558
Other Offices
3

ReceiptFinancials

Total AUM
$509.7M
Accounts
2,229
Discretionary
$509.7M
Accounts
2,229
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
877
AUM
$239.2M
HNW Individual Clients
203
AUM
$265.6M
Pension/Profit Sharing Plan Clients
18
AUM
$2.3M
Charitable Organization Clients
4
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLILLAMANCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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