Overview
Assets Under Management: $184 million
Headquarters: MANHATTAN BEACH, CA
High-Net-Worth Clients: 244
Average Client Assets: $755,093
Frequently Asked Questions
MADRID RETIREMENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172464), MADRID RETIREMENT ADVISORS is subject to fiduciary duty under federal law.
MADRID RETIREMENT ADVISORS is headquartered in MANHATTAN BEACH, CA.
MADRID RETIREMENT ADVISORS serves 244 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, MADRID RETIREMENT ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
MADRID RETIREMENT ADVISORS manages $184 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, MADRID RETIREMENT ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 244
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $755,093
Total Client Accounts: 490
Discretionary Accounts: 488
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 172464
Filing ID: 2051074
Last Filing Date: 2026-02-23 17:42:12