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MADISON AVENUE SECURITIES, LLC

13500 Evening Creek Dr. N
#555
San Diego, California 92128
Tel: 888-627-7323

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About MADISON AVENUE SECURITIES, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#23224
SEC#801-69919
Assets Managed by Firm$1,824,130,785
No. of Clients13989
No. of Advisors102

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total13989$1,824,130,785
Individuals (other than high net worth individuals)13667$1,611,377,650
High net worth individuals318$179,899,093
Pension and profit sharing plans1$3,157,103
Charitable organizations3$29,696,939

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