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Anthony Joseph Madonia

Financial Transparency

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About Anthony Joseph Madonia

Anthony Madonia is a registered Investment Advisor Representative with Financial Transparency. Anthony has been in the industry since 1995. Anthony has his Series 65 license and is registered in Illinois. Anthony specializes in providing financial planning, pension consulting, and educational seminars. Anthony is also a licensed attorney and is the President/Owner of Anthony J. Madonia & Associates Ltd., a law firm. Anthony provides trustee services for some of his law firm clients. Anthony is also the owner of Downtown Family Office Services, LLC and Downtown Business Advisors, LLC, both of which provide non-investment related services to small businesses.

Firm Information

Anthony Madonia is currently registered with Financial Transparency. Financial Transparency is an investment advisory firm with offices in the United States. They offer a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Their assets under management are approximately $295,289,685.

$295.29M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Madonia’s Registration & Firm History

IL

07/16/2018 - Present

Financial Transparency (Des Plaines IL)

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Licenses & Designations

IA

Issued 12/12/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Joseph Madonia.
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