A complete list of active advisors currently associated with Madden Asset Management

Warmer can help you find a great advisor at Madden Asset Management or one who fits your needs even better.

Madden Asset Management provides discretionary and non‑discretionary investment supervisory services and investment management consulting to individuals (including high‑net‑worth clients), corporations, trusts, estates, foundations and other organizations. Services include portfolio management across a range of instruments and consulting engagements that are billed on an hourly or fixed‑fee basis. The firm develops client‑specific investment policy guidelines and allocates assets across equities, fixed income, cash and alternative investments using both fundamental and technical analysis; implementations can include long‑ and short‑term holdings, options strategies and the use of third‑party managers where appropriate. Custody and trade execution are typically arranged through a major custodian and, in some cases, clients are referred to wrap‑fee programs or separate account managers for portions of their portfolios. Madden manages roughly $826 million in client assets, producing an unusually high level of assets per advisor for a team‑style firm, and operates as a division of its parent firm while maintaining referral and delegation relationships with other registered advisers. The firm does not include comprehensive financial planning as a standard service and discloses an affiliated person who is employed by and is an owner of another registered investment adviser, which are distinctions relative to many peers.

To learn more about the advisors currently working at Madden Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.