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).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $161,207
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Madrid Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Jerry R. Madrid
CRD#: 4617455
111 N. Sepulveda Blvd., Suite 250-17, Manhattan Beach, CA 90266
93
Wealthminder
score

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.

2
Carly M. Shafik
CRD#: 6597513
111 N. Sepulveda Blvd., Suite 250-17, Manhattan Beach, CA 90266
88
Wealthminder
score

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.

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