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Madison Planning Group
Madison Partners is an SEC-registered investment adviser in Madison, WI, registered since 2020. The firm manages $1.3 billion in regulatory assets, $1.3...
Overview
Madison Partners is an SEC-registered investment adviser in Madison, WI, registered since 2020. The firm manages $1.3 billion in regulatory assets, $1.3 billion on a discretionary basis. It has 17 employees and 17 investment advisers.
General information
Firm type
RIA
Year founded
2004
Location
Region
Asia
Country
United States
City
Madison
Corporate office
White Plains, NY, United States
Additional offices
Fayetteville, NY, United States · Lake Worth, FL, United States
Frequently asked questions
What services does Madison Planning Group offer?
The firm lists full-service financial planning, investment management, retirement planning, and risk management. It publicly describes its service model as personalized rather than generic (per the firm's website).
What investment stages or asset classes does Madison Planning Group target?
Madison Planning Group does not disclose specific asset-class targets, allocation models, or investment-stage preferences. The firm describes offering investment management and retirement planning without further detail.
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