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Building 2MADDOCK FINANCIAL, LLC

Map pinGREENWOOD VILLAGE, CO
Phone303-793-3700
NotebookSEC #801-121049
Total AUM
$120.5M
Employees
1
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8400 E PRENTICE AVE
SUITE 1360
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8AM TO 5PM EXCEPT FRIDAY 8AM TO 3PM
Monday - Friday
Phone
303-793-3700

ReceiptFinancials

Total AUM
$120.5M
Accounts
95
Discretionary
$93.6M
Accounts
75
Non-Discretionary
$26.9M
Accounts
20

ContactClients

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Individual Clients
60
AUM
$30.9M
HNW Individual Clients
30
AUM
$68.3M
Pension/Profit Sharing Plan Clients
3
AUM
$19.3M
Charitable Organization Clients
2
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACO

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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