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Madrona Financial Services, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
AdvisorShares Madrona Global Bond ETF $12,088,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $174.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $166.1K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    7

    name start date
    Brian Evans, CPA, PFS
    December 2016
    Joel Andrew Maher
    January 2016
    Frank Arthur Selden
    April 2016
    Jesse Fernandes Deason
    July 2019
    Robert Watson Bauer
    October 2008

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Bauer Evans, Inc. P.S. -- --
      Madrona Funds, LLC IAR $59,053,943
      Madrona Insurance Services, LLC -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Brian Kelly Evans Owner, Chief Compliance Officer January, 1995 50% to 75%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Commissions