MARI LEGACY GROUP, LLC

RIASEC RegisteredEst. 2023

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 an independent registered investment adviser organized as an LLC and appearing in SEC records as active since 2023. The firm serves individual and family clients and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection services. It identifies as a capital allocator, which suggests it sources outside fund managers and third-party vehicles as part of client portfolios. Its billing options include assets-under-management fees, hourly rates, and fixed fees. The firm does not present itself as an ESG-focused or multi-state adviser in the source data.