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Madison Advisory Services, Inc.

● SEC registered since 2015CRD 132386SEC# 801-106492White Plains, NY
Export (members)
Reg. AUM
$428.9M
Employees
15
Accounts
2,210
Location
White Plains, NY

Madison Advisory Services, Inc. assets under management

Madison Advisory Services, Inc. operates as an SEC-registered investment adviser based in White Plains, NY. The firm has been registered since 2015. It reports $428.9 million in regulatory assets under management and employs 15 people.

Madison Advisory Services, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Andrew Joseph Federico ControlChief Investment OfficerUnder 5%2005
Benjamin David Schwartz ControlChief Operating OfficerUnder 5%2018
Dean Eric McBethChief Financial OfficerUnder 5%2005
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Frequently asked questions

How much does Madison Advisory Services, Inc. manage?

Madison Advisory Services, Inc. reports $428.9 million in regulatory assets under management on its Form ADV.

How many employees does Madison Advisory Services, Inc. have?

Madison Advisory Services, Inc. reports 15 employees.

Where is Madison Advisory Services, Inc. located?

Madison Advisory Services, Inc. is based in White Plains, NY and has been SEC-registered since 2015.

Does Madison Advisory Services, Inc. disclose fund performance?

Madison Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 New King St, Suite 104, White Plains, NY 10604
Phone914-328-8558
Fax800-249-9403
Office hours8 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$428.3M
Non-discretionary$531K
Total (RAUM)$428.9M