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MADRID RETIREMENT ADVISORS
MADRID FINANCIAL SERVICES, INC.
CRD 172464 · SEC 801-135653
111 N. SEPULVEDA BLVD., SUITE 250, MANHATTAN BEACH, CA, 90266, United States
Phone
714-465-2537
Fax
888-465-9292
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.2M
Discretionary AUM
$181.5M
Team
2 total employees; 2 advisory reps; 490 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 244 | $184.2M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD