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MADRONE INVESTMENT ADVISORY, LLC
CRD 149549 · SEC 801-121355
1101 5TH AVE, SUITE 310, SAN RAFAEL, CA, 94901, United States
Phone
415-785-4585
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.3M
Discretionary AUM
$10.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $37.4M |
| High net worth individuals | 59 | $203.5M |
| Pension/profit sharing plans | 2 | $10.3M |
| Charitable organizations | 1 | $666K |
| Corporations/business entities | 4 | $2.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD