Adviser Profile

As of Date 02/23/2026
Registration SEC, Approved, 03/25/2026
Other registrations (1)
Former registrations

MADRID FINANCIAL SERVICES, INC.

ADV Location MANHATTAN BEACH, CA, United States
Contact Info 714 xxxxxxx
Websites
AUM* 184,242,890
of that, discretionary 181,465,261
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 376,006
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

181M 156M 130M 104M 78M 52M 26M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees