MARI LEGACY GROUP, LLC

CALABASAS, California·2 registered advisors·CRD# 325087
SEC# 801-1274000(818) 923-2022
01

Firm Overview

AUM
$8M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MARI LEGACY GROUP, LLC

2 registered advisors
Consuelo Elizabeth Webb
CALABASAS, California
David Xavier Webb
CALABASAS, California
05

Office Locations

CALABASAS, California
2 advisors

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Data sourced from SEC Form ADV filings. MARI LEGACY GROUP, LLC (CRD# 325087) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.