Madison Scottsdale, Lc (Scottsdale)

Name: Madison Scottsdale, Lc
Address: 8777 N. Gainey Center Drive, Scottsdale, AZ, 85258
Telephone: 480-596-3338

Madison Scottsdale, Lc is a large advisory firm based in Scottsdale. It manages $2.05 billion of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.

Madison Scottsdale, Lc provides portfolio management for insurance companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Madison Scottsdale, Lc: assets under management

The assets under management (AUM) of Madison Scottsdale, Lc is $2.05 billion. The firm's AUM has grown by 172% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.04 billion in discretionary accounts and $14.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.93 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.81 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Madison Scottsdale, Lc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Madison Scottsdale, Lc

William Alliston Maguire has served as the Chief Investment Officer since 1 Dec 1995. Anjanette Fowler joined the executive team most recently as the Managing Director & Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Madison Investment Advisors Inc	Corporate parent	1 Jul 1993	75% - 100%	110356
Frank Edward Burgess	Shareholder/majority owner of parent company	1 Jul 1993	Other	2169320
Michael Joseph Schlageter	Principal of parent company	1 Jul 1993	Other	1091462
Jay Robert Sekelsky	Principal of parent company	1 Jul 1993	Other	2168997
Katherine Louise Frank	Principal of parent company	1 Jul 1993	Other	2205883
Christopher Berberet	Principal of parent company	1 Jul 1993	Other	2482247
John F Mcclure	Principal of parent company	1 Jul 1993	Other	2169108
William Alliston Maguire	Managing director/chief investment officer	1 Dec 1995	Other	4440669
Jeffrey Lloyd Sims	Managing director	1 Sep 1997	Other	4440662
Wayne Richard Mason	Chief compliance officer	1 Apr 2000	Other	2301452
Michael Roland Yaktus	Principal of parent company	1 Jul 2005	Other	1595056
William Keith Fain	Senior vice president and co-chief investment officer	1 Sep 2005	Other	4356800
Richard Allen Eisinger	Principal of parent company	1 Jan 2008	Other	2324340
Paul A. Lefurgey	Principal of parent company	1 Jan 2008	Other	4344465
Elizabeth A Dettman	Principal of parent company	1 Sep 2008	Other	3031834
Brian John Cleven	Principal of parent company	1 Sep 2008	Other	4188820
Pamela Marie Krill	General counsel and chief legal officer	1 Sep 2009	Other	5016903
Llc Madison Asset Management	Corporate parent	1 Nov 2010	75% - 100%	130874
Anjanette Fowler	Managing director & portfolio manager	1 Jul 2013	Other	2790704
Donald Joseph Miller	Managing director & portflio manager	1 Jul 2013	Other	2377358
Paul A. Lefurgey	Executive director	1 Jul 2013	Other	4344465
William Sill Foster Schoyer	Executive director	1 Jul 2013	Other	2527990

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc Madison Investment Holdings	Holding company	1 Nov 2010	75% - 100%	110356

Based in Scottsdale

The principal office where Madison Scottsdale, Lc performs its advisory services is located at 8777 N. Gainey Center Drive, Scottsdale, AZ 85258, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-596-3338 or by fax 480-596-3303. The normal business hours are 7:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.madisonscottsdale.com.