MADISON AVENUE SECURITIES, LLC

SAN DIEGO, CA

888-627-7323

SEC #801-69919

Total AUM

$2B

Employees

125

Clients

14,099

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

13500 EVENING CREEK DR. N
#555
SAN DIEGO
CA 92128
United States

Operating Hours

6:00 AM-4:00PM
Monday - Friday

Phone

888-627-7323

Other Offices

Financials

Total AUM

$2B

Accounts

14,099

Discretionary

$1.6B

Accounts

11,158

Non-Discretionary

$430.5M

Accounts

2,941

Clients

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Individual Clients

13,536

AUM

$1.7B

HNW Individual Clients

548

AUM

$272.5M

Pension/Profit Sharing Plan Clients

AUM

$4.5M

Charitable Organization Clients

AUM

$2.1M

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

Felony ChargeOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO False Statement FindingSRO Rule Violation

State Registrations

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

Affiliates

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Affiliates

Reported 7 business affiliates.

Claimed Affiliates

Reported as an affiliate by 2 other businesses.