Madden Asset Management
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 18389
- Registered since
- June 24, 2004
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.33%
- Corporations / Businesses11.28%
- Charitable Organizations7.93%
- Individuals2.45%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Madden Asset Management is a privately held corporate RIA that has been SEC-registered since 2004 and is owned by an individual. The firm serves both individual/family and institutional clients and operates as a capital allocator, combining discretionary portfolio management with selection of third-party advisers. Its advisory services cover separate account portfolio management for individuals and small businesses, similar services for business and institutional clients, and manager selection. Compensation is a mix of percentage-of-AUM, hourly charges, and fixed fees. Madden does not identify as an active ESG investor and does not describe itself as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- State & Local Bonds30%
- Public Funds/Mutual Funds26%
- Exchange Traded Equities24%
- US Government Bonds11%
- Cash & Cash Equivalents4%
Contacts
3 of 4Leslie Madden
Financial AdvisorCRD 6512512
Caleb Madden
ResearchCRD 8124950
John Jackson
Senior AssociateCRD 1836538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$170M in ETFs
32%
$54.3M
40%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NEOS S&P 500(R) HIGH INCOME ETF (SPYI) | NEOS | Active | Derivative Income | $26.5M | 536,366 | 15.59% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 8333 Douglas Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Nexannuity Asset Management, L.P.
RIADallas, TX
Adams Asset Advisors LLC
RIADallas, TX
Nokomis Capital, L.L.C.
RIADallas, TX
Apeiron
RIADallas, TX
Cpmg, Inc.
RIADallas, TX
Grey Rock Management Partners IV, LLC
RIADallas, TX