M
Madison Money Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,139,000
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$2,534,750
About
The firm provides discretionary portfolio management to individual investors and irrevocable family trusts across taxable and retirement accounts, managing roughly $10 million for four clients. Prospective clients complete a detailed questionnaire and the firm builds portfolios tailored to each client’s financial position, goals, and risk tolerance; fees are asset-based and billed quarterly.
Investment selection uses a dual-analysis approach—both fundamental and technical research—in a bottoms-up process that emphasizes minimal trading and a defined sell discipline, with tactical cash placements (CDs, T‑bills, short-term bond funds) when appropriate. The firm’s research draws on public filings, third-party brokerage research and the principal’s more than 40 years of public accounting experience, including an inactive CPA background.
Noteworthy aspects relative to peers include an unusually small client roster given the assets under management and the use of an external recordkeeping firm that reconciles monthly account positions. The firm maintains custody with a single discount broker, aggregates trades into block orders for equitable execution, does not participate in soft-dollar arrangements, and does not charge performance-based fees.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $50,000: 2.75% $50,000 - $100,000: 2.50% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000+: 1.50%
Main office location
Madison Money Management, Inc.
Croton On Hudson NY, United States
Number of offices
1
Most active in
Madison Money Management, Inc. has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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