CA
CA

Christopher Anthony Aleman

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
15,949 clients
Average Client Portfolio
$837K average
Assets Under Management
$13.3B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$6,000
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Location

550 Science Drive, Madison, WI, 53711

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is employed by Madison Investment Holdings, Inc. and provides services to affiliated investment adviser firms. This work takes nearly full-time hours.

Employment History
Current Registrations
Madison Investment Advisors, LLC
March 2015 - Present · 10 yrs 11 mos
Mfd Distributor, LLC
March 2015 - Present · 10 yrs 11 mos
Mfd Distributor, LLCBroker
March 2015 - Present · 10 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2008 - March 2015 · 6 yrs 7 mos
J.P. Morgan Securities LLCBroker
April 2008 - March 2015 · 6 yrs 11 mos
State Registrations15 states
CTDCDEMAMDMENHNJNYOHPARIVTWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.