Madden Asset Management LLC (Newton Lower Falls)


Madden Asset Management LLC is an investment adviser to an investment company based in Newton Lower Falls. It manages $69.73 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Massachusetts.

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Madden Asset Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Madden Asset Management: assets under management

The assets under management (AUM) of Madden Asset Management LLC is $69.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 414% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $69.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.24 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Madden Asset Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newton Lower Falls

The principal office where Madden Asset Management LLC performs its advisory services is located at 2310 Washington Street, Newton Lower Falls, MA 02462, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-658-5642 or by fax 617-658-5649. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at maddenasset.com.