Maddock Bradly Curtis is a large advisory firm based in Greenwood Village. It manages $35.19 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Florida.
Maddock Bradly Curtis provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Maddock Bradly Curtis is $35.19 million. The firm's AUM has grown by 29% 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 Maddock Bradly Curtis for their services and products based on a percentage of assets under management, hourly charges, and performance-based 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.
The principal office where Maddock Bradly Curtis performs its advisory services is located at 8400 E Prentice Ave,Suite 1414, 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 8:00am to 5:00pm on Monday - Friday.