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Madrid Financial Services, Inc.

● SEC registered since 2026CRD 172464SEC# 801-135653Manhattan Beach, CA
Export (members)
Reg. AUM
$184.2M
Employees
2
Accounts
490
Location
Manhattan Beach, CA

Madrid Financial Services, Inc. assets under management

Madrid Financial Services, Inc. is an SEC-registered investment adviser based in Manhattan Beach, CA. The firm has been registered since 2026. It reports $184.2 million in regulatory assets under management and employs 2 people.
www.madridretirementadvisors.comView on SEC.gov ↗

Madrid Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jerry R Madrid ControlCeo, CcoOver 75%2009

Frequently asked questions

How much does Madrid Financial Services, Inc. manage?

Madrid Financial Services, Inc. reports $184.2 million in regulatory assets under management on its Form ADV.

How many employees does Madrid Financial Services, Inc. have?

Madrid Financial Services, Inc. reports 2 employees.

Where is Madrid Financial Services, Inc. located?

Madrid Financial Services, Inc. is based in Manhattan Beach, CA and has been SEC-registered since 2026.

Does Madrid Financial Services, Inc. disclose fund performance?

Madrid Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA 90266
Phone714-465-2537
Fax888-465-9292
Office hours8-5
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$181.5M
Non-discretionary$2.8M
Total (RAUM)$184.2M