Madrid Retirement Advisors
Madrid Retirement Advisors is an SEC-registered mass-market adviser in Manhattan Beach, CA with $184.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Madrid Retirement Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172464, SEC 801-135653, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $184.2M (2026-02-23)
- Firm type
- Mass-Market Adviser
- Location
- Manhattan Beach, CA
- Employees
- 2
- Clients
- 244
- CRD
- 172464
- Ownership
- MADRID, JERRY, R
How much AUM does Madrid Retirement Advisors have?
Madrid Retirement Advisors reported $184.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Madrid Retirement Advisors?
Disclosed owners and executives of Madrid Retirement Advisors include MADRID, JERRY, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.