| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Kelly Evans Control | Managing Member, Chief Compliance Officer | 50-75% | 1995 |
| Joel Andrew Maher Control | Co-Coo | 10-25% | 2021 |
| Kristi Rae Henderson Control | Co-Coo | 10-25% | 2021 |
Madrona Financial Services, LLC reports $505.7 million in regulatory assets under management on its Form ADV.
Madrona Financial Services, LLC reports 19 employees.
Madrona Financial Services, LLC is based in Everett, WA and has been SEC-registered since 2005.
Madrona Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2911 Bond Street, Suite 200, Everett, WA 98201 |
| Phone | 425-212-3777 |
| Fax | 425-252-4779 |
| Office hours | 5-Aug |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $505.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $505.7M |