MADISON ADVISORY SERVICES, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	17
Investment Advisory/Research	10
Registered Broker-Dealer Representatives	10
Registered State Investment Advisers	10
Licensed Agents of an Insurance Company	13
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2,047	$368.9M
Non-Discretionary	2	$482,568
Total	2,049	$369.4M

Clients

Type	Number	RAUM
Individuals	885	$247.5M
HNW Individuals	77	$120.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$482,568
Charitable organizations	<5	$558,368
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	55
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	246.7M

Portfolio Manager to Program	Sponsor
CHARLES SCHWAB & CO., INC.	CHARLES SCHWAB & CO., INC.
ASSETMARK, INC.	ASSETMARK, INC.
SEI INVESTMENTS MANAGEMENT CORP	SEI INVESTMENTS MANAGEMENT CORP

Identifiers

SEC RIA File Number	801-106492
SEC ERA File Number	801-106492
SEC CIK Numbers	None
SEC CRD Numbers	132386
Legal Entity Identifier	None

Principal Office

10 NEW KING ST
SUITE 104
WHITE PLAINS
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic