MADISON ASSET MANAGEMENT

MADISON ASSET MANAGEMENT, LLC

CRD 130874 · SEC 801-62992

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550 SCIENCE DRIVE, MADISON, WI, 53711, United States

Phone

800-767-0300

Fax

608-274-7905

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.86B

Discretionary AUM

$4.86B

Team

92 total employees; 44 advisory reps; 20 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)

Client types

Type	Clients	AUM
Banking/thrift institutions	3	$6.5M
Investment companies	31	$4.84B
Pension/profit sharing plans	2	$13.9M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://madisoninvestments.com/
https://madisonfunds.com/
https://www.linkedin.com/company/madison-investment-advisors

Official SEC filing: View on IAPD