MADDEN ADVISORY Overview
Madden Advisory Services Inc. is an investment advisor that manages 402.3 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 03/31/23. The fund's latest filing disclosed 136MM in positions, representing 34% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 03/31/23. The fund's latest filing disclosed 136MM in positions, representing 34% of the manager's regulatory AUM.
MADDEN ADVISORY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MADDEN ADVISORY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHB | 12.23% | ETF | 4.85% | -0.03% | 0 | 9% | ||
| VOO | 7.35% | ETF | 5.04% | 0% | 0 | 19% | ||
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FEATURED IN
MADDEN ADVISORY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Harry G. Madden | Ceo/Chief Compliance Officer/President | October-2004 |
MADDEN ADVISORY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MADDEN ADVISORY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our investment strategies and advice may vary depending upon each client's specific financial situation. As such, we determine investments and allocations based upon your predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. Your restrictions and guidelines may affect the composition of your portfolio.
Methods of Analysis:
We may use one or more of the following methods of analysis when providing investment advice to you:
• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and ...
Unlock Full Investment Process Description
Our investment strategies and advice may vary depending upon each client's specific financial situation. As such, we determine investments and allocations based upon your predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. Your restrictions and guidelines may affect the composition of your portfolio.
Methods of Analysis:
We may use one or more of the following methods of analysis when providing investment advice to you:
• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and ...
Unlock Full Investment Process Description
MADDEN ADVISORY Portfolio Concentration
MADDEN ADVISORY Location
5200 BELFORT ROAD
SUITE 410
JACKSONVILLE, Florida
UNITED STATES, 32256
SUITE 410
JACKSONVILLE, Florida
UNITED STATES, 32256
MADDEN ADVISORY Contact Information
Phone Number: 904-296-1127
Fax Number: 904-296-1135
Website: http://www.maddenadvisory.com/
Fax Number: 904-296-1135
Website: http://www.maddenadvisory.com/
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