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MADISON AVENUE SECURITIES, LLC
CRD 23224 · SEC 801-69919
13500 EVENING CREEK DR. N, #555, SAN DIEGO, CA, 92128, United States
Phone
888-627-7323
Fax
858-207-1789
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.02B
Discretionary AUM
$1.59B
Team
125 total employees; 81 advisory reps; 31 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13536 | $1.74B |
| High net worth individuals | 548 | $272.5M |
| Pension/profit sharing plans | 5 | $4.5M |
| Charitable organizations | 10 | $2.1M |
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, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD