M
$509.7M Total AUM
$509.7M Disc. AUM
9.6% 3Y CAGR
16 Employees
1,102 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-23-2012
- Office Locations
- 3
Office Locations
10 NEW King ST Suite 104 White Plains NY
6415 Lake Worth Road Suite 212 Lake Worth FL
-- Raleigh NC
About Madison Advisory Services, Inc.
Madison Advisory Services, Inc. is a White Plains-based RIA with 3 offices. The firm has been operating for 13 years. Managing $509.7M in total assets under management, with 11 advisory representatives. They custody assets with SEI.
Team overview
63 AVG AGE
$46.3M AVG AUM / ADVISOR
$462.6K AVG AUM / CLIENT
6.4 yrs AVG TENURE
16 Employees
11 Advisory Reps
10 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DEAN ERIC MCBETH
Chief Financial Officer, Managing Partner
- CRD
- #4450820
- Ownership
- Less than 5%
Available
Available
Available
B
BENJAMIN DAVID SCHWARTZ
Chief Operating Officer
- CRD
- #5947172
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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G
Gabriella Lynne Bermudez
Client Services Associate
- CRD
- #5840008
Available
Available
Available
K
Kenneth Christopher Fadden
Account Manager
- CRD
- #7780644
Available
Available
Available
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $509,747,075 | $228,689 |
| Non-Discretionary | $0 | -- |
| Total | $509,747,075 | $228,689 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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