A complete list of active advisors currently associated with Madison Park Capital Advisors, LLC
Warmer can help you find a great advisor at Madison Park Capital Advisors, LLC or one who fits your needs even better.
Madison Park Capital Advisors provides financial planning, consulting, and discretionary or non‑discretionary investment management to individuals (including high‑net‑worth clients), trusts, estates, charitable entities, and small businesses. The firm reports approximately $294.8 million in assets under management, with the majority managed on a discretionary basis, and also provides advisory services on additional employer‑sponsored retirement plan assets. The firm emphasizes asset allocation as the primary driver of portfolio risk and return, implementing a strategic allocation framework with a tactical overlay that uses fundamental, technical, and cyclical analysis. MPCA typically implements portfolios with mutual funds, ETFs, and individual equity and debt securities, and—where suitable for accredited investors—may recommend privately placed securities or obtain digital‑asset exposure, generally through ETFs and other publicly traded vehicles. MPCA’s supervised persons include individuals who, in their separate capacities, are registered representatives of a broker‑dealer (Purshe Kaplan Sterling Investments) and licensed insurance agents, and they may offer commission‑based brokerage and insurance products under separate arrangements, a relationship the brochure identifies as a potential conflict of interest. The firm also discloses that it compensates third‑party “Promoters” for client referrals and receives institutional software and support from custodians, arrangements that can influence brokerage direction and operational services.
To learn more about the advisors currently working at Madison Park Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 11
| |
Seattle, WA
| 25
| |
Seattle, WA
| 38
| |
Seattle, WA
| 22
|
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