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July 04, 2015 3:23 AM ET

Capital Markets

Company Overview of Madison Financial Advisors, Ltd.

Company Overview

Madison Financial Advisors, Ltd. is an employee owned investment manager. The firm also provides financial planning and consulting services to its clients. It primarily provides its services to individuals, typically high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, families, trusts, estates, and family businesses. The firm manages client specific portfolios for its clients. It invests in the public equity and fixed income markets. The firm also invests in mutual funds, ETFs, closed-end funds, and private partnerships. It employs fundamental analysis to create its portfolio. Madison Financial Advisors, Ltd. was founded on July 12, 2000 and ...

7755 Montgomery Road

Suite 350

Cincinnati, OH 45236

United States

Founded in 2000

Phone:

513-871-4555

Fax:

513-533-6464

Key Executives for Madison Financial Advisors, Ltd.

Co-Founder and President
Age: 52
Communications and Public Relations Strategist
Managing Principal and Portfolio Manager
Age: 36
Co-Founder, Chief Investment Officer, and Chief Compliance Officer
Age: 45
Wealth Consultant
Age: 82
Compensation as of Fiscal Year 2015.

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