Madden Creek Advisors

Madden Creek Advisors (CRD# 270010) is a financial advisory firm headquartered in Kentfield, CA. They manage $28,893,957 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 777, Kentfield, CA 94914
http://www.maddencreekadvisors.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $481,566
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Madden Creek Advisors
Showing 1 - 1 of 1 top financial advisors.
1
David McInnis, financial advisor San Rafael CA
David A. McInnis
CRD#: 1632569
San Rafael, CA

David McInnis (CRD# 1632569) is an Investment Advisor Representative working at Madden Creek Advisors in San Rafael, CA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals