Madison Advisory Services, Inc.
Madison Advisory Services, Inc. is an SEC-registered mass-market adviser in White Plains, NY with $509.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Madison Advisory Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132386, SEC 801-106492, data through 2026-04-03.
- AUM (assets under management / regulatory AUM)
- $509.7M (2026-04-03)
- Firm type
- Mass-Market Adviser
- Location
- White Plains, NY
- Employees
- 16
- Clients
- 1,102
- CRD
- 132386
- Ownership
- SCHWARTZ, BENJAMIN, DAVID; MADISON FAMILY HOLDINGS LLC; SCHWARTZ, GARY, ROBERT; MCBETH, DEAN, ERIC; FEDERICO, ANDREW, JOSEPH
How much AUM does Madison Advisory Services, Inc. have?
Madison Advisory Services, Inc. reported $509.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-03).
Who owns Madison Advisory Services, Inc.?
Disclosed owners and executives of Madison Advisory Services, Inc. include SCHWARTZ, BENJAMIN, DAVID, MADISON FAMILY HOLDINGS LLC, SCHWARTZ, GARY, ROBERT, MCBETH, DEAN, ERIC, FEDERICO, ANDREW, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.