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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.