|
⚲
|
| Keyboard |
| Madrid Financial Services Inc
✚
|
|
|---|---|
| CRD # | 172464 |
| SEC # | 801-135653 |
| CIK # | 0002135336 |
| AUM | 184.2 M (2026-02-23) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 714-465-2537 |
| Address | 111 N Sepulveda Blvd Manhattan Beach, CA 90266 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Wal Mart Stores Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 244 | 184.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 490 | 184.2 |
| By Discretionary | ||
| Discretionary | 488 | 181.5 |
| Non-Discretionary | 2 | 2.8 |
| Total | 490 | 184.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.2 | |
| Total | 490 | 184.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002135336] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 490 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brindle & Bay Financial Advisors LLC
✚
|
TX | 184.8 M |
|
Logic Wealth Management LLC
✚
|
CA | 184.7 M |
|
Vanheel Management Limited
✚
|
184.7 M | |
|
Avail Investment Partners LLC
✚
|
PA | 184.5 M |
|
Red Mountain Financial LLC
✚
|
CO | 184.4 M |
|
Rivertree Advisors LLC
✚
|
FL | 184.4 M |
|
Cullen Patterson Capital Management LLC
✚
|
184.4 M | |
|
The Worley Banks Group LLC
✚
|
MO | 184.3 M |
|
Global Wealth Management LC
✚
|
FL | 184.2 M |
|
Atlas Financial Planning LLC
✚
|
GA | 184.1 M |