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MARI LEGACY GROUP, LLC
CRD 325087 · SEC 801-127400
4500 PARK GRANADA, SUITE 202, CALABASAS, CA, 91302, United States
Phone
(818) 923-2022
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.9M
Discretionary AUM
$29.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.1M |
| High net worth individuals | 10 | $28.8M |
Official SEC filing: View on IAPD