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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-03-2015
- Office Locations
- 1
Office Locations
About Madden Creek Advisors
Madden Creek Advisors is an independent private wealth manager providing customized financial planning and portfolio construction with one-on-one advisor access. The firm focuses on client success, including entrepreneurs, and implements asset-allocation portfolios primarily using public funds and ETFs alongside cash and U.S. government/agency bonds. Custody is available through major platforms including Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
DAVID ANDREW MCINNIS
Chief Executive Officer, Founder, Managing Member
- CRD
- #1632569
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,785,374 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,785,374 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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