Madrid Retirement Advisors

RIASEC & State Registered

Total AUM

$184M

Discretionary

$181M

98% of AUM

Avg account

$376K

Accounts

490

Employees

2

Advisory reps

2

Firm details

Headquarters: Manhattan Beach, California
CRD number: 172464
Registered since: March 25, 2026
Website: www.madridretirementadvisors.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Madrid Retirement Advisors is an independent registered investment adviser that serves individual and family clients. The firm registered with the SEC in 2026. Its service mix includes financial planning and portfolio management for individuals and small businesses, and it also operates as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements include percentage-of-AUM fees, hourly charges, and fixed fees. The firm indicates a preference for equity exposures and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities95%
Investment Grade Corp Bonds5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 27

Active vs passive

$216M in ETFs

Passive

100%

$215M

Active

<1%

$864K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
GLOBAL X MLP ETF (MLPA)	GlobalX	Passive	Energy Limited Partnership	$25.8M	484,213	11.94%

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Primary office

Manhattan Beach, CA

Los Angeles

Location

Manhattan Beach, CA

Headquartered in Manhattan Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Los Angeles
Address: 111 N Sepulveda Blvd
Time zone: PT (UTC-8)
Office locations

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