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Building 2MADDEN ADVISORY SERVICES, INC.

Map pinJACKSONVILLE, FL
Phone904-296-1127
NotebookSEC #801-62774
Total AUM
$291.7M
Employees
5
Clients
335

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5200 BELFORT ROAD
SUITE 410
JACKSONVILLE
FL 32256
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
904-296-1127

ReceiptFinancials

Total AUM
$291.7M
Accounts
846
Discretionary
$291.7M
Accounts
846
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
209
AUM
$65.2M
HNW Individual Clients
122
AUM
$203.9M
Charitable Organization Clients
1
AUM
$903K
Corporation or Business Clients
3
AUM
$21.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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