Madden Advisory Services, Inc.

RIASEC Registered

Total AUM

$292M

Discretionary

$292M

100% of AUM

Avg account

$345K

Accounts

846

Employees

Advisory reps

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

FINTRX

Overview

Madden Advisory Services, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2004. The firm works with individuals, families and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its fee model is flexible, blending assets-under-management fees with hourly and fixed-fee engagements. Investmently, the firm leans heavily on pooled public funds rather than direct-stock concentration and does not position itself as an ESG-focused manager. Ownership is held by an individual principal; the firm’s classification on regulatory filings is an independent RIA.