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Building 2MADRID WEALTH MANAGEMENT

Map pinALBUQUERQUE, NM
Phone505-633-5332
NotebookSEC #801-131961
Total AUM
$212.1M
Employees
4
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9400 HOLLY AVE NE
BLDG 4
ALBUQUERQUE
NM 87122
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
505-633-5332
Other Offices
1

ReceiptFinancials

Total AUM
$212.1M
Accounts
428
Discretionary
$207.1M
Accounts
417
Non-Discretionary
$4.9M
Accounts
11

ContactClients

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Individual Clients
73
AUM
$28.4M
HNW Individual Clients
55
AUM
$183.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANMTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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