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David Xavier Webb

MARI LEGACY GROUP, LLC·CALABASAS, California
Unclaimed Profile
4500 PARK GRANADA, CALABASAS, CA 91302CRD# 5260838Firm CRD# 325087
01

About

David Xavier Webb is a registered financial advisor based in CALABASAS, California, affiliated with MARI LEGACY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARI LEGACY GROUP, LLC
MARI LEGACY GROUP, LLC
AUM
$8M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MARI LEGACY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5260838
Firm CRD# 325087
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Xavier Webb offer?
David Xavier Webb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CALABASAS, California for a consultation.
What are David Xavier Webb's credentials?
David Xavier Webb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Xavier Webb located?
David Xavier Webb is based in CALABASAS, California, working with MARI LEGACY GROUP, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does David Xavier Webb charge for services?
David Xavier Webb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARI LEGACY GROUP, LLC?
MARI LEGACY GROUP, LLC has approximately 1 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CALABASAS
Mark Allan Porath — HEARTHSTONE INC., A CALIFORNIA CORPORATIONMorrie Wolbrum Reiff — PLANNED ASSET MANAGEMENT, LLCPaul Sueyuki Okawa — PLANNED ASSET MANAGEMENT, LLCSteven Ira Levin — AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLCChristine Sontag — MORTON CAPITAL MANAGEMENT
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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