Mari Legacy Group, LLC

RIAState Registered

Total AUM

$29.9M

Discretionary

$29.9M

100% of AUM

Avg account

$393K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Calabasas, California
CRD number: 325087
Registered since: March 1, 2023
Custodians: CHARLES SCHWAB & CO., INC., ALLIANZ LIFE OF NORTH AMERICA
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.44%
Individuals3.56%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mari Legacy Group, LLC is a California-based limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm functions as a capital allocator, sourcing and selecting external managers and investment vehicles for client portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Compensation is structured through a mix of percentage-of-AUM fees, hourly charges, and fixed-fee arrangements. The firm does not identify as an active ESG investor.