Madison Advisory Services, Inc.
● SEC registered since 2015CRD 132386SEC# 801-106492White Plains, NY
Reg. AUM
$509.7M
Employees
16
Accounts
2,229
Location
White Plains, NY
Madison Advisory Services, Inc. assets under management
Madison Advisory Services, Inc. operates as an SEC-registered investment adviser based in White Plains, NY. The firm has been registered since 2015. It reports $509.7 million in regulatory assets under management and employs 16 people.
Madison Advisory Services, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin David Schwartz Control | Chief Operating Officer | Under 5% | 2018 |
| Dean Eric McBeth | Chief Financial Officer | Under 5% | 2005 |
| Gary Robert Schwartz Control | President, Chief Compliance Officer | Under 5% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Madison Advisory Services, Inc. manage?
Madison Advisory Services, Inc. reports $509.7 million in regulatory assets under management on its Form ADV.
How many employees does Madison Advisory Services, Inc. have?
Madison Advisory Services, Inc. reports 16 employees.
Where is Madison Advisory Services, Inc. located?
Madison Advisory Services, Inc. is based in White Plains, NY and has been SEC-registered since 2015.
Does Madison Advisory Services, Inc. disclose fund performance?
Madison Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 New King St, Suite 104, White Plains, NY 10604 |
| Phone | 914-328-8558 |
| Fax | 800-249-9403 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$509.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$509.7Mregulatory AUM
Discretionary $509.7M