Madrid Retirement Advisors
Firm details
- Headquarters
- Manhattan Beach, California
- CRD number
- 172464
- Registered since
- March 25, 2026
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Madrid Retirement Advisors is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm is SEC-registered (2026) and owned by an individual. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, while the firm also operates as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements include asset-based fees, hourly charges, and fixed fees, giving flexibility for both ongoing managed relationships and project-based work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Investment Grade Corp Bonds5%
Contacts
2 of 2
Diego Parra-cortez
Financial AdvisorCRD 6731753
Jerry Madrid
Financial PlannerCRD 4617455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$200M in ETFs
100%
$199M
1%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X MLP ETF (MLPA) | GlobalX | Passive | Energy Limited Partnership | $25.9M | 488,670 | 12.96% |
Location
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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