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Maddox Financial Group Inc. (Visalia)


Maddox Financial Group Inc. is an adviser based in Visalia. It manages $37.8 million of regulatory assets for 258 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Maddox Financial Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Maddox Financial Group: assets under management

The assets under management (AUM) of Maddox Financial Group Inc. is $37.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.51 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Maddox Financial Group Inc. 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 Visalia

The principal office where Maddox Financial Group Inc. performs its advisory services is located at 810 W. Main St Ste D, Visalia, CA 93291 The mailing address of the firm is 810 W Main St Ste D, Visalia, CA 93291. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 559-635-1104 or by fax 559-635-0498. The normal business hours are 8:00 a.m -5:00 p.m. on Monday - Friday.


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