Monique Renee Madden Bray (Jacksonville)

Monique Renee Madden Bray is a large advisory firm based in Jacksonville. It manages $53 million of regulatory assets for 375 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Florida.

Monique Renee Madden Bray 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 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Monique Renee Madden Bray: assets under management

The assets under management (AUM) of Monique Renee Madden Bray is $53 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $141.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monique Renee Madden Bray for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Monique Renee Madden Bray

Monique Renee Maddenbray has been acting as President since 1 May 1998. Harry Goodwin Madden joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Monique Renee Maddenbray	President	1 May 1998	25% - 50%	2741586
Harry Goodwin Madden	Secretary/treasurer	1 May 1998	50% - 75%	811628

Based in Jacksonville

The principal office where Monique Renee Madden Bray performs its advisory services is located at 4190 Belfort Road Suite 245, Jacksonville, FL 32216 The mailing address of the firm is 4190 Belfort Road Ste. 245, Jacksonville, FL 32216. It doesn’t run an office outside of the United States.