RIA Intel›Advisers›Arizona›MADISON SCOTTSDALE, LC

MADISON SCOTTSDALE, LC

Advisory

N·SCOTTSDALE, AZ

Data as of Jul 15, 2013 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

+4.1%

3-Year CAGR

+4.0%

Employees

3

Assets Under Management

Total AUM$2.1B

Discretionary AUM$2.0B

Non-Discretionary AUM$14M

Discretionary %99.3%

Total Clients—

Team

Total Employees3

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingAug 17, 2001

Latest FilingJul 15, 2013

🔒 Full AUM trend chart and 31 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MADISON SCOTTSDALE, LC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.