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Madison Avenue Securities, LLC

Madison Avenue Securities, LLC. CRD 23224

Madison Avenue Securities, LLC logo

CRD: 23224

Madison Avenue Securities, LLC

SAN Diego, CA, 92128
8886277323
mas-bd.com
$2.0B Total AUM
$1.6B Disc. AUM
-- 3Y CAGR
125 Employees
14,130 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Pershing
Clients
Retail and Institutional
Platforms
RadialBeacon +more
Established Date
11-24-1995
Office Locations
103

Office Locations

1 Denver Federal Center Building 45 Room 1050 Entrance E9 Lakewood CO
1001 Kamokila Blvd, Suite 136 Kapolei HI
101 Federal Street #1900 Boston MA

About Madison Avenue Securities, LLC

Madison Avenue Securities is a San Diego-based broker-dealer partnering with a small, selective group of growth-minded financial professionals. It supports retail and institutional practices with investment solutions spanning ETFs, mutual funds, annuities and alternatives, and emphasizes fast, high-touch responsiveness; custodial relationships include Schwab and Fidelity/NFS.

Team overview

47 AVG AGE
$24.9M AVG AUM / ADVISOR
$142.9K AVG AUM / CLIENT
5.7 yrs AVG TENURE
125 Employees
81 Advisory Reps
85 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Foundation catalyst Crest peak Signal Foundation eagle Beacon quantum Legacy

Client Personas

Ember

Custodian

Quantum catalyst

Investment Themes

Horizon Alpha Alpha Peak insight Vector insight Momentum delta

Investment Vehicles

Bridge Ember Quantum

Platform

Atlas

Services

Peak radial Momentum alpha Vector Timber Prime Atlas glacier Vital Element vector Glacier

Technology

Prime ridge Signal North harbor

Owner & Executives

DAVID JAMES CALLANAN

DAVID JAMES CALLANAN

Chief Executive Officer, Founder, Manager

CRD
#4237166
Ownership
Less than 5%
(201) 211-8364
summit.oak@foundationcapital.com
in linkedin.com/in/crest-peak
V

VILAYPHONE FIXSEN

CHIEF OPERATING OFFICER

CRD
#4585926
Ownership
Less than 5%
(419) 839-2968
signal.glacier@valuecapital.com
in linkedin.com/in/eagle-meridian
R

Ridge timber

Wave prime

CRD
#21315
Ownership
36.7%
(756) 719-9023
beacon.prime@momentumcapital.com
in linkedin.com/in/momentum-wave

Showing 2 of 5 owners & executives

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Contacts

MIRA MAMDOH ABAS

MIRA MAMDOH ABAS

Financial Advisor, General Partner

CRD
#5779397
(753) 408-7485
prime.zenith@ridgecapital.com
in linkedin.com/in/prime-alpha
Alvin Masanori Abe

Alvin Masanori Abe

Private Wealth Manager, Wealth Manager

CRD
#1681818
(274) 845-9988
bridge.focus@bridgecapital.com
in linkedin.com/in/focus-horizon
V

Vital ember

Peak crest harbor

CRD
#78920
(625) 350-6544
vertex.summit@wavecapital.com
in linkedin.com/in/optima-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-27-2022
08-21-2023
10-17-2024
10-17-2025
05-06-2026
Category Assets AVG. Account size
Discretionary $1,588,895,409 $142,400
Non-Discretionary $430,532,224 $146,390
Total $2,019,427,633 $143,232

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Separately Managed Accounts

Total SMA Asset: $2,019,427,633

$2.0B Total SMA
Equity - Exchange:
18.4%
Cash:
16.9%
Public Funds:
19.6%
Other:
21.2%
U.S. Government/Agency:
23.9%
Asset class Assets Assets %
Equity - Exchange $1,106,373,538 18.4%
Cash $1,016,180,043 16.9%
Public Funds $1,178,528,334 19.6%
Other $1,274,734,729 21.2%
U.S. Government/Agency $1,437,083,021 23.9%
Total $6,012,899,665 100.0%

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