13500 Evening Creek Dr. N
#555
San Diego, California 92128
Tel: 888-627-7323
MADISON AVENUE SECURITIES, LLC, formally registered with the SEC as MADISON AVENUE SECURITIES, LLC. The firm was established in 02/24/2009. They have over 59 offices throughout the country.
MADISON AVENUE SECURITIES, LLC is a San Diego, California based Financial Planning firm with nearly $1,824,130,785 assets under management, offering retirement planning & investment advisory services to 13989 clients. The firm is staffed with 102 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 23224 |
SEC# | 801-69919 |
Assets Managed by Firm | $1,824,130,785 |
No. of Clients | 13989 |
No. of Advisors | 102 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 13989 | $1,824,130,785 |
Individuals (other than high net worth individuals) | 13667 | $1,611,377,650 |
High net worth individuals | 318 | $179,899,093 |
Pension and profit sharing plans | 1 | $3,157,103 |
Charitable organizations | 3 | $29,696,939 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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