Mader Financial Advisors, Inc. (Kansas City)

Name: Mader Financial Advisors, Inc.
Address: 4505 Madison, Kansas City, MO, 64111
Telephone: 816-751-0585

Mader Financial Advisors, Inc. is a large advisory firm based in Kansas City. It manages $33.51 million of regulatory assets for 157 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Indiana, Kansas, Missouri, and Nevada.

Mader Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mader Financial Advisors: assets under management

The assets under management (AUM) of Mader Financial Advisors, Inc. is $33.51 million. 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 $33.5 million in discretionary accounts and $6 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.74 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mader Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Careers at Mader Financial Advisors, Inc.

James W Mader has been acting as President since 1 Jan 2005. Bret A. Guillaume joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Russell Shannon	Shareholder	1 Jan 2005	Other	710581
James W Mader	President	1 Jan 2005	50% - 75%	2673129
Robert R Mcquain	Shareholder	1 Jan 2005	Other	4946330
Bret A. Guillaume	Chief compliance officer	1 Apr 2005	Other	4704575

Based in Kansas City

The principal office where Mader Financial Advisors, Inc. performs its advisory services is located at 4505 Madison, Kansas City, MO 64111, which is also the mailing address of the firm. An additional office of the firm is in Henderson, NV. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 816-751-0585 or by fax 816-751-0586. The normal business hours are 8:00 a.m. 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.maderfinancialadvisors.com.