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 an independent registered investment adviser structured as a corporation and owned by an individual. The firm is SEC-registered (initial registration in 2004) and describes itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory services include discretionary portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and the selection of other advisers, signaling a manager-of-managers approach in some mandates. Compensation mixes include percentage-of-AUM fees along with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$175M in ETFs
33%
$57.5M
39%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NEOS S&P 500(R) HIGH INCOME ETF (SPYI) | NEOS | Active | Derivative Income | $28M | 525,946 | 15.96% |
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
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