Madrid Financial Services
Madrid Financial Services (CRD# 172464) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $48,362,000 in 300 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts300ACCOUNTS
Average Account Value$161,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jerry Madrid (CRD# 4617455) is an Investment Advisor Representative working at Madrid Financial Services in Manhattan Beach, CA and has over 15 years of experience in the finance industry.
Carly Shafik (CRD# 6597513) is an Investment Advisor Representative working at Madrid Financial Services in Manhattan Beach, CA and has 1 year of experience in the finance industry.