Madrone Investment Advisory, LLC

Madrone Investment Advisory, LLC (CRD# 149549) is a financial advisory firm headquartered in , . They manage $25,302,000 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Madrone Investment Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
Mike H. Zaidlin
CRD#: 5643109
San Rafael, CA

Mike Zaidlin (CRD# 5643109) is an Investment Advisor Representative working at Madrone Investment Advisory, LLC in San Rafael, CA and has over 9 years of experience in the finance industry.

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