Adviser Profile
| As of Date | 08/20/2023 |
| Registration status | Registration Changed to MARI LEGACY GROUP, LLC |
| ADV Location | CALABASAS, CA, United States |
| Contact Info | (81 xxxxxxx |
| AUM* | 7,900,000 |
| of that, discretionary | 7,900,000 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 526,667 |
| % High Net Worth | 60.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
8M
7M
6M
5M
3M
2M
1M
2023
Private Funds
No private funds