Overview
Assets Under Management: $258 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 106
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 781
Discretionary Accounts: 781
Regulatory Filings
CRD Number: 112607
Last Filing Date: 2025-03-05 00:00:00
Website: https://maddenadvisory.com