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Madison Investment Advisors Inc.

550 Science Drive
Madison, Wisconsin 53711
United States
 
Contact :      Mr. Michael Schlageter
Phone :       608-274-0300
Fax :             608-276-3112
Email :         lydia@madisonadv.com
Web :           http://www.madisonadv.com

Madison Investment Advisors Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $7,845
Tax-Exempt Managed ($Mil) : $1,191
Taxable Assets Managed ($Mil) : $6,655
Year Founded : 1974
Wrap Programs Offered? : Yes
# of Accounts Managed : 1945
In-House Research : 75 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Madison Investment Advisors Inc. History

Madison Investment Advisors, Inc. was founded in December of 1973 as an employee-owned, independent investment management organization, and we remain completely independent. Now in our 35th year, Madison and its subsidiaries manage approximately $7.8 billion in both equity and fixed income assets for a variety of clients nationwide and abroad. Our main office is located at 550 Science Drive in Madison, Wisconsin. Our subsidiaries include Madison Scottsdale, LC which specializes in managing the assets of insurance companies, Concord Asset Management located in Chicago, Illinois, Madison Mosaic, LLC, serving as investment advisor to our Mosaic Funds family of no-load mutual funds, and Madison Asset Management, LLC, a wholly owned investment advisor subsidiary that shares all resources with the firm.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
1621
$800.5
 
Limited Partnership :
0
$0
 
Foundations :
36
$91.0
ERISA :
49
$287.8
Unions, Taft-Hartley :
15
$122.3
Public :
31
$386.2
Others :
192
$6157.6
Total # of Professional : 30 Analysts : 0
Portfolio Managers : 18 Traders : 1
Client Service : 11 Operation : 0

Madison Investment Advisors Inc. Personnel

Mr.  Mark Knipfer

Client Contact
Tel : 800-767-03000
Email: mark@madisonadv.com

Madison Investment Advisors Inc. Product Name

Large Cap Equity:Privately Managed Accounts
Madison Mid-Cap Equity:Privately Managed Accounts
Madison Fixed Income Corp Only:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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