MADDEN ADVISORY SERVICES, INC.
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
FINTRXOverview
Madden Advisory Services, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 2004. The firm is owned by an individual and serves both individual/family and institutional clients. Its fee schedule includes asset-based fees, hourly charges, and fixed-fee arrangements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not positioned as a capital allocator; instead it relies on third-party managers for certain alternative exposures. Madden is not identified as an active ESG investor in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents8%
- Exchange Traded Equities3%
Contacts
2 of 2BRITTANY SALMAN
Financial PlannerCRD 5809969
MICHAEL ELLIS
Financial AdvisorCRD 6425812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$268M in ETFs
98%
$263M
1%
$4.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $19.5M | 32,689 | 7.29% |
Location
JACKSONVILLE, FL
DUVAL
Location
JACKSONVILLE, FL
Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 5200 Belfort Rd
- Time zone
- ET (UTC-5)
- Office locations
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