Overview
Assets Under Management: $258 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 106
Average Client Assets: $2 million
Frequently Asked Questions
MADDEN ADVISORY SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112607), MADDEN ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
MADDEN ADVISORY SERVICES, INC. is headquartered in JACKSONVILLE, FL.
MADDEN ADVISORY SERVICES, INC. serves 106 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, MADDEN ADVISORY SERVICES, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MADDEN ADVISORY SERVICES, INC. manages $258 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, MADDEN ADVISORY SERVICES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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