M
CRD: 325087
Mari Legacy Group, LLC
Calabasas, CA, 91302
8189232022
$29.9M Total AUM
$29.9M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-2023
- Office Locations
- 1
Office Locations
4500 Park Granada Suite 202 Calabasas CA
About Mari Legacy Group, LLC
Mari Legacy Group, LLC is a Calabasas-based RIA. The firm has been operating for 3 years. Managing $29.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$29.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Oak catalyst Wave vital Focus signal Ember Prime value Glacier Prime prime
Client Personas
Timber
Investment Themes
Value Pathway Atlas
Investment Vehicles
Prime unison Foundation bridge
Services
Capital fusion Zenith pioneer Radial Catalyst Element alpha Pathway peak Delta atlas Vital atlas
Owner & Executives
C
CONSUELO ELIZABETH WEBB
Chief Compliance Officer
- CRD
- #4203954
- Ownership
- Less than 5%
(634) 936-5349
ember.vertex@atlascapital.com
in linkedin.com/in/ridge-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,871,253 | $526,667 |
| Non-Discretionary | $0 | -- |
| Total | $29,871,253 | $526,667 |
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Separately Managed Accounts
Total SMA Asset: $29,871,253
Public Funds:
20.0% Equity - Exchange:
23.7% Other:
13.4% Cash:
29.2% Municipal Bonds:
7.1% U.S. Government/Agency:
6.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $657,184,196 | 20.0% |
| Equity - Exchange | $778,763,273 | 23.7% |
| Other | $440,313,412 | 13.4% |
| Cash | $959,488,927 | 29.2% |
| Municipal Bonds | $233,300,390 | 7.1% |
| U.S. Government/Agency | $216,870,784 | 6.6% |
| Total | $3,285,920,982 | 100.0% |