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Maddock Financial, LLC (Greenwood Village)


Maddock Financial, LLC is an adviser based in Greenwood Village. It manages $75.05 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and Colorado.

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Maddock Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Maddock Financial: assets under management

The assets under management (AUM) of Maddock Financial, LLC is $75.05 million. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.32 million in discretionary accounts and $8.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $829.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $513.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Maddock Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwood Village

The principal office where Maddock Financial, LLC performs its advisory services is located at 8400 E Prentice Ave,Suite 1360, Greenwood Village, CO 80111, 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 303-793-3700 or by fax 303-793-3111. The normal business hours are 8am to 5pm except friday 8am to 3pm on Monday - Friday. You can find more information about the New York firm at maddockfinancial.com.


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