Madden Creek Advisors
Madden Creek Advisors (CRD# 270010) is a financial advisory firm headquartered in Kentfield, CA. They manage $24,187,112 in 58 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management24MILLION
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Total Number of Accounts58ACCOUNTS
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Average Account Value$417,019
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Madden Creek Advisors
1
David McInnis (CRD# 1632569) is an Investment Advisor Representative working at Madden Creek Advisors in San Rafael, CA and has over 36 years of experience in the finance industry.
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