Madison Asset Management

Overview

Madison Asset Management is an SEC registered investment adviser based in Madison, WI, registered since 2004. It reports $4.9B in assets under management across 36 accounts, with 92 employees. It has 1 investment adviser representatives.

Reported AUM

$4.9B

Discretionary

100%

Accounts

36

Average account

$135M

Employees

92

Advisory reps

1

Registered since

2004

Jurisdictions

53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Investment Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 8

• Steven Allan Carl Chief Distribution Officer, Chairman of the Executive Committee, Board Member CRD 2749848
• Jill Manternach Friedow Chief Technology Officer CRD 5745793
• Mark Dana Henrickson Chief Financial Officer CRD 4667962

5 more executive officers, with direct contact details

Advisory reps 1 of 1

• Patrick F Ryan Investment Adviser Rep CRD 4631570

Location

Headquarters

550 Science Dr
Madison, WI 53711

County

Dane

Metro area

Madison, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: madisoninvestments.com

Every state, with registration dates

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