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MADISON GLOBAL ADVISORS LLC
CRD 288894 · SEC 801-125976
350 MOTOR PARKWAY, SUITE 205, HAUPPAUGE, NY, 11788, United States
Phone
631-240-4155
Fax
631-521-7343
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$71.4M
Discretionary AUM
$40.4M
Team
8 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; INTEREST SHARING ON CREDIT BALANCES
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $35.0M |
| High net worth individuals | 25 | $31.0M |
| Pooled investment vehicles | 4 | $5.4M |
States served
CA, NJ, NY, FL
Official SEC filing: View on IAPD