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When you partner with Madison Avenue Securities, you’re never just a face in a crowd. We selectively work with just a small number of growth-minded financial professionals – allowing us to respond to your needs quickly, thoroughly and effectively.
Our wrap programs offer a simplified fee-based approach in which your clients pay a set quarterly fee. Madison’s “Standard Wrap Program” gives your clients access with an account minimum of just $15,000. Assets in these programs can be managed on a discretionary or non-discretionary basis.
Madison Avenue Securities, registered in 2009, serves 50 state(s) with a licensed staff of 85 advisors. Madison Avenue Securities manages $1.8 billion and provides investment advisory services for 13,989 clients (1:165 advisor/client ratio).
Contact Us Ready to learn more about partnering with Madison? Contact us today! Schedule a Call San Diego Office 13500 Evening Creek Drive N, Suite 555 San Diego, CA 92128 Phone: (888) 627-7323 Fax: (858) 207-1789 Mon-Thu: 6 a.m. - 4 p.m. PST Fri: 6 a.m. - 3 p.m. PST…
May 31, 2022 - The Securities and Exchange Commission today announced settled charges against Madison Avenue Securities, LLC, a California-based, dually-registered investment adviser and broker-dealer for breach of fiduciary duty in connection with its share class selection practices and related receipt of third-party compensation based on ...
Madison Avenue Securities LLC is a national financial advisory firm headquartered in San Diego, CA.
Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and their...
The blogger and chief investment officer for Madison Avenue Securities discusses the importance of purpose and humility in financial decision-making.
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Madison Avenue Securities, LLC is a large advisory firm based in San Diego. It manages $894.09 million of regulatory assets for 6,339 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.