$217.9M Total AUM
$217.9M Disc. AUM
10.1% 3Y CAGR
3 Employees
167 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-14-1995
- Office Locations
- 1
Office Locations
1010 Lake St. Suite 604 OAK Park IL
About Madden Funds Management
Madden Funds Management is a fee-only RIA in Oak Park, IL focused on helping pre-retirees and retirees manage 401(k)s, IRAs and rollover assets toward retirement income goals. The firm emphasizes education and behavioral coaching to keep equity allocations on track through corrections and bear markets. Portfolios are implemented primarily with ETFs, with client assets custodied at Fidelity/NFS.
Team overview
91 AVG AGE
$108.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
24.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Alpha momentum
Investment Themes
Prime
Investment Vehicles
Zenith
Services
Matrix meridian Matrix Oak delta
Owner & Executives
DANIEL JOSEPH MADDEN
VICE PRESIDENT
- CRD
- #5433746
- Ownership
- 50% but less than 75%
(602) 692-2091
optima.beacon@quantumcapital.com
in linkedin.com/in/vector-ridge
M
MICHAEL JOSEPH MADDEN
Chief Compliance Officer
- CRD
- #3218107
- Ownership
- 50% but less than 75%
(786) 380-1982
vector.signal@pioneercapital.com
in linkedin.com/in/ember-ridge
Showing 2 of 2 owners & executives
Unlock allContacts
J
JOSEPH MADDEN
Investment Advisor
- CRD
- #2650978
(407) 311-1839
alpha.eagle@signalcapital.com
in linkedin.com/in/beacon-optima
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $217,874,913 | $461,599 |
| Non-Discretionary | $0 | -- |
| Total | $217,874,913 | $461,599 |
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Separately Managed Accounts
Total SMA Asset: $217,874,913
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,484,504,165 | 100.0% |
| Total | $6,484,504,165 | 100.0% |