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Madison Avenue Securities, LLC

● SEC registered since 2009CRD 23224SEC# 801-69919San Diego, CA
Export (members)
Reg. AUM
$2.04B
Employees
93
Accounts
14,100
Location
San Diego, CA

Madison Avenue Securities, LLC assets under management

Madison Avenue Securities, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2009. It reports $2 billion in regulatory assets under management and employs 93 people.

Madison Avenue Securities, LLC owners & executives

13 reported
NameTitleOwnershipSince
Cody Grant FosterMemberUnder 5%2016
David James CallananMemberUnder 5%2015
Gail Marie Jensen ControlDeputy Chief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Madison Avenue Securities, LLC manage?

Madison Avenue Securities, LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Madison Avenue Securities, LLC have?

Madison Avenue Securities, LLC reports 93 employees.

Where is Madison Avenue Securities, LLC located?

Madison Avenue Securities, LLC is based in San Diego, CA and has been SEC-registered since 2009.

Does Madison Avenue Securities, LLC disclose fund performance?

Madison Avenue Securities, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13500 Evening Creek Dr. N, #555, San Diego, CA 92128
Phone888-627-7323
Fax858-207-1789
Office hours6:00 a.m.-4:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.19B
Non-discretionary$851.6M
Total (RAUM)$2.04B