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Mari Legacy Group
MARI Legacy Group, LLC is an SEC-registered investment adviser in Calabasas, CA. It manages approximately $30 million in regulatory assets. The firm has 1...
Overview
MARI Legacy Group, LLC is an SEC-registered investment adviser in Calabasas, CA. It manages approximately $30 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is the AUM of Mari Legacy Group?
The AUM of Mari Legacy Group is not disclosed in any public record. As a limited liability company, it is not required to report assets, and no credible estimate has been published by external sources.
Who are the principals of Mari Legacy Group?
No named principals, investment professionals, or decision-makers are publicly listed for Mari Legacy Group. The entity's ownership and management are not documented in accessible records.
How is Mari Legacy Group structured?
Mari Legacy Group is organized as a limited liability company (LLC), a common legal structure for family offices in the United States. This provides liability protection and tax flexibility, but further governance details are unavailable.
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