James Madden
James Madden is a registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
4755 East Bay Drive, Clearwater, FL, 33764
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Regulatory History (2)
Customer Dispute
June 2014Customer Dispute
February 2002Other Business Activities
James is the President/CEO of Gunni Outdoors/Trophy Technology, a fishing tackle company, dedicating about 10-20% of his time to sales, marketing, and logistics. He is also a member of Beniah Investments, LLC, a real estate rental company, spending minimal time on general management. Finally, he serves on the Elder Board of Stonebriar Community Church.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Ip Financial Advisory Services LLC
Previous Registrations
Innovation Partners LLCBroker
Patrick Capital Markets, LLCBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.