Madison Park Capital Advisors, LLC is a large advisory firm based in Seattle. It manages $139.61 million of regulatory assets for 845 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.
Madison Park Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Madison Park Capital Advisors, LLC is $139.61 million. The firm's AUM has grown by 33% since the beginning of its operation, and $1.27 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Madison Park Capital Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Madison Park Capital Advisors is high net worth individuals with 57 clients and $76.35 million of assets under management. Among the 8 most similar advisory firms, Madison Park Capital Advisors has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $138.4 million for 306 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Madison Park Capital Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Madison Park Capital Advisors, LLC performs its advisory services is located at 701 Fifth Avenue, Seattle, WA 98104, which is also the mailing address of the firm. An additional office of the firm is in Carnation, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-623-6722. The normal business hours are 6:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at madisonparkca.com.