Madden Advisory Services Inc

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Madden Advisory Services Inc
CRD #112607
SEC #801-62774
CIK #0001542284
AUM $258.5 M (2025-05-16)
Employees 5 (40% Investors, 0% Brokers)
Phone904-296-1127
Address5200 Belfort Road
Jacksonville, FL 32256
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
50040030020010002003201020182026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 7.1
iShares Comex Gold Trust 6.0
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 193 61.4
(b) Individuals (high net worth individuals) 106 176.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 19.3
(n) Other 0 0.0
Total 781 258.5
By Discretionary
Discretionary 781 258.5
Non-Discretionary 0 0.0
Total 781 258.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 258.5
Total 781 258.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001542284]
Comparable Firms State AUM ($B)
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Finivi Inc
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Tandemgrowth Financial Advisors LLC
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