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 RIA organized as a corporation that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (registration in 2004) and is owned by an individual. Its advisory mandate covers discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. Fee arrangements are flexible and include percentage-of-AUM fees, hourly charges, and fixed fees. Madden does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.
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%
Contacts
3 of 4Rodney Madden
ManagerCRD 4404652
John Jackson
Senior AssociateCRD 1836538
Leslie Madden
Financial AdvisorCRD 6512512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$180M in ETFs
33%
$60M
39%
$120M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NEOS S&P 500(R) HIGH INCOME ETF (SPYI) | NEOS | Active | Derivative Income | $28.3M | 532,284 | 15.74% |
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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