Madison Trust Company is a new self-directed IRA custodian started by the leadership behind Broad Financial. Madison is licensed in South Dakota, but operates out of Broad Financial’s offices in Monsey, New York. If you have personal experience working with Madison Trust, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).
Custodial type: Trust Company
State license issued: South Dakota
Date license granted: 1/29/2014
Assets under custody: ?
Better Business Bureau (BBB) Accreditation: No
The company does not have a Better Business Bureau page yet. You can review their sister company’s (Broad Financial) BBB page here.
Leadership & Staff:
Partner: Brian Finkelstein
Partner: Mervyn Klein
Staff size: ?
Madison Trust Company Location:
Monsey, NY 10952
The fee schedule can be found here.
Other Products Offered:
Specialized accounts for precious metals
We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on Madison Trust Company which warrants addition to this page, please email us at firstname.lastname@example.org.