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Building 2MADISON INVESTMENT ADVISORS, LLC

Map pinMADISON, WI
Phone608-274-0300
NotebookSEC #801-52751
Total AUM
$13.8B
Employees
92
Clients
16,164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
550 SCIENCE DRIVE
MADISON
WI 53711
United States
Operating Hours
8:00 AM - 5:00 PM CT
Monday - Friday
Phone
608-274-0300
Other Offices
1

ReceiptFinancials

Total AUM
$13.8B
Accounts
16,164
Discretionary
$13.8B
Accounts
16,164
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12,359
AUM
$3.3B
HNW Individual Clients
2,243
AUM
$3B
Banking Clients
87
AUM
$610.5M
Pension/Profit Sharing Plan Clients
169
AUM
$498.9M
Charitable Organization Clients
622
AUM
$2.1B
Government Entity Clients
83
AUM
$1B
Insurance Company Clients
106
AUM
$2B
Corporation or Business Clients
495
AUM
$1.3B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS AND MODELS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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