Data / Investment advisers / California / Madrid Retirement Advisors
Madrid Retirement Advisors, Manhattan Beach, CA: $184 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Madrid Retirement Advisors is an SEC registered investment adviser with its main office in Manhattan Beach, California and reports $184 million in regulatory assets under management in its Form ADV filed February 23, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 172464
- SEC file number
- 801-135653
- SEC status
- Approved, effective March 25, 2026
- Legal name
- Madrid Financial Services, Inc.
- Main office
- 111 N. Sepulveda Blvd. Suite 250, Manhattan Beach, CA 90266
- Phone
- (714) 465-2537
- Website
- madridretirementadvisors.com
- Regulatory AUM
- $184,242,890 in the Form ADV filed February 23, 2026
- Discretionary AUM
- $181,465,261
- Non discretionary AUM
- $2,777,629
- Accounts
- 490
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 244 | $184.2 million |
Other advisers in Manhattan Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Womack Wealth Management, Inc. | Manhattan Beach | $406.9 million | Not listed | adviserinfo.sec.gov |
| Second 50 Financial | Manhattan Beach | $341.6 million | Not listed | adviserinfo.sec.gov |
| Pointone Family Office | Manhattan Beach | $327.1 million | Not listed | adviserinfo.sec.gov |
| Trilinc Advisors, LLC | Manhattan Beach | $282.8 million | Not listed | adviserinfo.sec.gov |
| Family Financial | Manhattan Beach | $280.3 million | Not listed | adviserinfo.sec.gov |
| Trilinc Global Advisors, LLC | Manhattan Beach | $181.7 million | 2 | adviserinfo.sec.gov |
| B Capital | Manhattan Beach | Not listed | 19 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Manhattan Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Madrid Retirement Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.