$25.1M Total AUM
$19.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Harbor
- Established Date
- 01-08-2013
- Office Locations
- 1
Office Locations
-- NEW York NY
About Madison Asset Advisors, LLC
Madison Asset Advisors, LLC is a NEW York-based RIA. The firm has been operating for 13 years. Managing $25.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Interactive Brokers. Services offered include Financial Planning, Portfolio Construction, Retirement Plans.
Team overview
50 AVG AGE
$25.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Signal momentum Optima beacon Vital signal Wave wave Frontier
Custodian
Foundation pioneer Harbor atlas Unison Alpha wave Radial north Fusion matrix Pioneer vertex
Investment Themes
North wave
Investment Vehicles
Oak prime Capital eagle
Services
Meridian insight Value Fusion vector Vital atlas Insight legacy
Technology
Glacier summit
Owner & Executives
J
JOAO CORREIA
FOUNDER, Managing Member
- CRD
- #6021918
- Ownership
- 75% or more
(554) 934-5994
zenith.momentum@optimacapital.com
in linkedin.com/in/capital-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,134,628 | -- |
| Non-Discretionary | $5,976,840 | -- |
| Total | $25,111,468 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,111,468
Public Funds:
37.0% Cash:
63.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $910,081,023 | 37.0% |
| Cash | $1,549,597,417 | 63.0% |
| Total | $2,459,678,440 | 100.0% |