Anthony Joseph Madonia

Employer firm

Financial Transparency CRD 297713

$322M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1995 → Present
  Anthony J. Madonia & Associates Ltd.
  Des Plaines, IL
• 07/2016 → 07/2018
  Trustee Empowerment & Protection, Inc.
  Des Plaines, IL
• 07/2018 → Present
  Envision Financial Transparency, Llc
  Greensboro, NC

Previous Registrations

• 2016-12-12 → 2018-09-04
  Trustee Empowerment & Protection, Inc.
  Chicago, IL
  Des Plaines, IL

Other Businesses

1.Downtown Family Office Services, LLC non-investment related, 2700 S. River Suite 115, Des Plaines, IL 60018, owner (37.5%), 06/07/2016, 24 hrs/month, advise clients in regards to their small business; 2.Downtown Business Advisors, LLC non-investment related, 2700 S. River Suite 115, Des Plaines, IL 60018, advise clients regarding their small business, owner (37.5%), 06/28/2016, 24 hrs/month, advise clients, draft documents, register agent, etc. 3.President / Owner; Anthony J. Madonia & Assoc., Ltd.; Investment related: No; Location:2700 S. River Road, Suite 115, Des Plaines, IL 60018; Description of the business: Law Firm with 7 attorneys and 16 people in total; Started: 1995-10-3; Hours devoted to business during trading hours: 35; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 95; 4.Principal; Trustee services; Investment related: No; Location:2700 S. River Road, Suite 115, Des Plaines, IL 60018; Description of the business: Provide trustee services for a few law firm clients; Started: 2015-01-01;Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 3;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-12

Other Names

• Tony Joseph Madonia