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Building 2MARI LEGACY GROUP, LLC

Map pinCALABASAS, CA
Phone(818) 923-2022
NotebookSEC #801-127400
Total AUM
$7.9M
Employees
1
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 PARK GRANADA
SUITE 202
CALABASAS
CA 91302
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
(818) 923-2022

ReceiptFinancials

Total AUM
$7.9M
Accounts
15
Discretionary
$7.9M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$21K
HNW Individual Clients
3
AUM
$7.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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