Madrid Financial Services, Inc.
● SEC registered since 2026CRD 172464SEC# 801-135653Manhattan Beach, CA
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.
Madrid Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jerry R Madrid Control | Ceo, Cco | Over 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
| Address | 111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA 90266 |
| Phone | 714-465-2537 |
| Fax | 888-465-9292 |
| Office hours | 8-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.2MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$184.2Mregulatory AUM
Discretionary $181.5MNon-discretionary $2.8M