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Madden Securities Corporation
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CRD # | 18389 |
SEC # | 801-63277 |
CIK # | 0001803566, 0000180356 |
AUM | $783.5 MM (2024-06-04) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 214-855-5335 |
Address | 8333 Douglas Avenue Dallas, TX 75225 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 15.1 | |
AMZN | 1,092,997.8 | 11.2 | |
LLY | 301,789.7 | 8.7 | |
AAPL | 2,382,844.0 | 6.6 | |
MSTR | 2,102.7 | 6.2 | |
ENB | 86,202.3 | 5.6 | |
CMA | 10,028.0 | 5.4 | |
CVX | 294,604.1 | 5.0 | |
AR | 10,853.8 | 4.9 | |
MSFT | 1,918,222.4 | 4.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 57 | 18.3 |
(b) Individuals (high net worth individuals) | 60 | 594.0 |
(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 | 10 | 132.1 |
(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 | 9 | 39.1 |
(n) Other | 0 | 0.0 |
Total | 458 | 783.5 |
By Discretionary | ||
Discretionary | 441 | 731.3 |
Non-Discretionary | 17 | 52.3 |
Total | 458 | 783.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 783.5 | |
Total | 458 | 783.5 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001803566] |
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---|---|---|
NS Management Ltd
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|
0.8 | |
KFA Private Wealth Group LLC
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|
VA | 0.8 |
Margolis Brady Raghavan Financial Inc
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TX | 0.8 |
Lexaurum Advisors LLC
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|
KS | 0.8 |
Fortis Group Advisors LLC
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NJ | 0.8 |
Pathway Financial Advisors LLC
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|
VT | 0.8 |
Milestone Investment Advisors LLC
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|
WI | 0.8 |
Oak City Consulting LLC
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|
NC | 0.8 |
Recurrent Investment Advisors LLC
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|
TX | 0.8 |
Goldstein Advisors LLC
✚
|
WI | 0.8 |