MARI LEGACY GROUP, LLC

MARI LEGACY GROUP, LLC of CALABASAS, CA is an SEC-registered investment adviser (CRD 325087). Regulatory assets under management: $29.9M.

Registration

• CRD: 325087
• SEC file number: 801-127400
• Type: Registered investment adviser
• Location: 4500 PARK GRANADA, CALABASAS, CA, 91302
• Phone: (818) 923-2022
• Latest filing: 2026-03-30
• Regulatory AUM: $29.9M
• Discretionary AUM: $29.9M
• Clients: 1
• Accounts: 76

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325087 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search