Haruki
Toyama
Madison Investment Advisors, LLC
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About this Advisor
Haruki Toyama is a financial advisor based out of Madison, Wisconsin who has 9 years of relevant experience. Toyama is an employee of Madison Investment Advisors, LLC. During their career, Toyama has held roles at Madison Investment Advisors, LLC, Marcus Investments, LLC, Mfd Distributor, LLC and Marcus Asset Management, LLC. Toyama maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Wisconsin. Madison Investment Advisors, LLC is a registered investment firm operating out of Madison, WI. The investment advisory business has offices in two locations and a total of 96 advisors. It has $13 billion in assets across its 14,261 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 656 charities and foundations. Of its 14,261 accounts, just 11% are held by high-net-worth clients who have at least $1 million in investable assets. Madison Investment Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors depend on the services offered. Fees billed by Madison Investment Advisors, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Madison Investment Advisors, LLC Brokerage Details
$12,949,877,511
96
14,261
$908,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Haruki Toyama Work History
Haruki has been registered as a financial advisor for 9 years.*
Madison Investment Advisors, LLC
Mfd Distributor, LLC
Marcus Asset Management, LLC
Marcus Investments, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Haruki Toyama to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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