Madden Advisory Services, Inc.

RIASEC RegisteredEst. 2004

Total AUM

$292M

Discretionary

$292M

100% of AUM

Avg account

$345K

Accounts

846

Employees

Advisory reps

Firm details

Headquarters: Jacksonville, Florida
CRD number: 112607
Registered since: March 5, 2004
Website: www.maddenadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.92%
Individuals22.37%
Corporations / Businesses7.41%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Madden Advisory Services, Inc. is an independent registered investment adviser that has been SEC-registered since 2004 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser. It is not structured as a capital allocator or related-adviser network; investment implementation appears to rely on pooled public funds and third-party managers rather than managing closed-end or proprietary funds.