Overview
Assets Under Management: $206 million
Headquarters: OAK PARK, IL
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
MADDEN FUNDS MANAGEMENT LTD. 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 #110309), MADDEN FUNDS MANAGEMENT LTD. is subject to fiduciary duty under federal law.
MADDEN FUNDS MANAGEMENT LTD. is headquartered in OAK PARK, IL.
MADDEN FUNDS MANAGEMENT LTD. serves 55 high-net-worth clients according to their SEC filing dated February 22, 2025. View client details ↓
According to their SEC Form ADV, MADDEN FUNDS MANAGEMENT LTD. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MADDEN FUNDS MANAGEMENT LTD. manages $206 million in client assets according to their SEC filing dated February 22, 2025.
According to their SEC Form ADV, MADDEN FUNDS MANAGEMENT LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 469
Discretionary Accounts: 469
Regulatory Filings
CRD Number: 110309
Last Filing Date: 2025-02-22 00:00:00
Website: https://maddenfunds.com