Madden Advisory Services Inc

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Assets, Funds, Holdings

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Madden Advisory Services Inc
CRD #112607
SEC #801-62774
CIK #0001542284
AUM $291.7 M (2026-05-28)
Employees 5 (40% Investors, 0% Brokers)
Phone904-296-1127
Address5200 Belfort Road
Jacksonville, FL 32256
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
50040030020010002002201020182027
Sector Form 13F Holdings Value ($M)
iShares Comex Gold Trust 7.7
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 209 65.2
(b) Individuals (high net worth individuals) 122 203.9
(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 21.6
(n) Other 0 0.0
Total 846 291.7
By Discretionary
Discretionary 846 291.7
Non-Discretionary 0 0.0
Total 846 291.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 291.7
Total 846 291.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001542284]
Comparable Firms State AUM ($B)
Hemming& Wealth Management Inc
MI 0.3
CornerStone Financial Group LLC
NE 0.3
Cassady Wealth & Retirement Planning LLC
NV 0.3
Efinancial Alliance LLC
TN 0.3
JMN Financial LLC
0.3
McNaughton Wealth Management LLC
CA 0.3
The Ellerson Group Inc
MD 0.3
Kestrel Partners LLP
0.3
EPIQ Partners LLC
MN 0.3
Accretive Wealth Management LLC
CA 0.3
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