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MADISON ADVISORY SERVICES, INC.
CRD 132386 · SEC 801-106492
10 NEW KING ST, SUITE 104, WHITE PLAINS, NY, 10604, United States
Phone
914-328-8558
Fax
800-249-9403
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$509.7M
Discretionary AUM
$509.7M
Team
16 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 877 | $239.2M |
| High net worth individuals | 203 | $265.6M |
| Pension/profit sharing plans | 18 | $2.3M |
| Charitable organizations | 4 | $2.6M |
States served
IL, LA, MA, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD