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Building 2MADISON PARTNERS

Map pinMADISON, WI
Phone608-210-1021
NotebookSEC #801-118168
Total AUM
$1.3B
Employees
17
Clients
2,078

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1502 W BROADWAY
SUITE 301
MADISON
WI 53713
United States
Operating Hours
8:00AM TO 4:30PM
Monday - Friday
Phone
608-210-1021
Other Offices
6

ReceiptFinancials

Total AUM
$1.3B
Accounts
6,213
Discretionary
$1.3B
Accounts
6,190
Non-Discretionary
$27.2M
Accounts
23

ContactClients

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Individual Clients
1,675
AUM
$449.3M
HNW Individual Clients
367
AUM
$807M
Pension/Profit Sharing Plan Clients
35
AUM
$46.4M
Charitable Organization Clients
1
AUM
$494.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIAIDILLAMNNCNENJNVNYORPASCTNTXVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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