Unclaimed Profile

Paul Anthony Lefurgey

MADISON ASSET MANAGEMENT, LLC·MADISON, Wisconsin

Clean record20 years registeredMADISON ASSET MANAGEMENT, LLC

550 SCIENCE DRIVE, MADISON, WI 53711CRD# 4344465Firm CRD# 130874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Anthony Lefurgey · MADISON, WI

Registration

CRD #4344465 · MADISON ASSET MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MADISON ASSET MANAGEMENT, LLC

MADISON INVESTMENT ADVISORS, LLC

Jan 2011 – Jan 2024

MADISON, WI

MADISON INVESTMENT HOLDINGS, INC

Nov 2005 – Dec 2011

MADISON, WI

Registrations & Exams

Registration record

First registered · November 9, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MADISON ASSET MANAGEMENT, LLC

CRD 130874 · SEC 801-62992

AUM

$4.5B

Regulatory assets under management

Employees

49 client accounts

Services offered by MADISON ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at MADISON ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Anthony Lefurgey offer?

Paul Anthony Lefurgey specializes in Investment Management, Wealth Management.

What are Paul Anthony Lefurgey's credentials?

Paul Anthony Lefurgey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Anthony Lefurgey located?

Paul Anthony Lefurgey is based in MADISON, Wisconsin, last registered with MADISON ASSET MANAGEMENT, LLC.

How does Paul Anthony Lefurgey charge for services?

Paul Anthony Lefurgey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MADISON ASSET MANAGEMENT, LLC?

MADISON ASSET MANAGEMENT, LLC has approximately 95 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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