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MADRID RETIREMENT ADVISORS
Legal name: MADRID FINANCIAL SERVICES, INC.
CRD 172464File 801-135653
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$184.2M
Bottom 25% of cohort (national)
Discretionary AUM
$181.5M
Non-discretionary $2.8M
Clients
244
490 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 25, 2026
- Principal office
- 111 N. SEPULVEDA BLVD., SUITE 250, MANHATTAN BEACH, CA, 90266
- Phone
- 714-465-2537
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $184.2M
- Discretionary AUM
- $181.5M
- Non-discretionary AUM
- $2.8M
- Discretionary accounts
- 488
- Non-discretionary accounts
- 2
- Total accounts
- 490
- AUM per client
- $755K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 244 | $184.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.