MADRID FINANCIAL SERVICES, INC.

MADRID FINANCIAL SERVICES, INC. of MANHATTAN BEACH, CA is an SEC-registered investment adviser (CRD 172464). Regulatory assets under management: $184.2M.

Registration

• CRD: 172464
• SEC file number: 801-135653
• Type: Registered investment adviser
• Location: 111 N. SEPULVEDA BLVD., SUITE 250, MANHATTAN BEACH, CA, 90266
• Phone: 714-465-2537
• Latest filing: 2026-02-23
• Regulatory AUM: $184.2M
• Discretionary AUM: $181.5M
• Non-discretionary AUM: $2.8M
• Clients: 2
• Accounts: 490

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172464 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search