Madison Global Advisors LLC
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Overview
Madison Global Advisors LLC operates as an advisory company based in Hauppauge, New York. Madison Global Advisors LLC controls $47.0 million in assets over 163 client accounts. The firm has a small team, including 4 financial advisors. Madison Global Advisors LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as stocks, options and bonds.
Madison Global Advisors LLC manages five of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell choices for the client's account are made by an investment advisor without requiring the customer's consent. It also manages 158 non-discretionary accounts with a total of $42.0 million in AUM. The firm oversees an average of $288,589 for every client account. An average advisor at Madison Global Advisors LLC manages around 41 client accounts, making it about average in terms of personalization.
Madison Global Advisors LLC's central office is at 350 Motor Parkway, Hauppauge, New York 11788. Madison Global Advisors LLC is permitted to provide services to clients across a number of states, including Florida, New Jersey and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Madison Global Advisors LLC by the Numbers
$47.0 million
5
163
$288.6 thousand
Products and Services
Madison Global Advisors LLC provides a variety of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the last fiscal year, the company provided financial planning services to 101-250 of its accounts. The firm is not involved in selling products or offering services other than investment advice to its investment advisory clients. It is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely vary depending on which service is provided. However, fee types billed by the firm may include some blend of the following fee types: asset-based or other. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Madison Global Advisors LLC provides services to retail investors, high net worth investors and pooled investment vehicles. Out of its 163 accounts, Madison Global Advisors LLC's largest client group is retail investors, though it also caters to 39 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 23.35%
- Other Individuals - 74.25%
- Corporations - 2.4%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Madison Global Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Madison Global Advisors LLC
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
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