1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MADISON PARK CAPITAL ADVISORS, LLC

Map pinSEATTLE, WA
Phone206-623-6722
NotebookSEC #801-80446
Total AUM
$294.8M
Employees
4
Clients
381

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 FIFTH AVENUE
SUITE 4200
SEATTLE
WA 98104
United States
Operating Hours
6:30AM - 4:30PM
Monday - Friday
Phone
206-623-6722

ReceiptFinancials

Total AUM
$294.8M
Accounts
1,051
Discretionary
$271M
Accounts
1,033
Non-Discretionary
$23.8M
Accounts
18

ContactClients

View more in analytics →

Individual Clients
250
AUM
$75.8M
HNW Individual Clients
108
AUM
$201.4M
Pension/Profit Sharing Plan Clients
21
AUM
$15.4M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
1
AUM
$238.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDMNORTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account