Marello Investment Advisors, Inc.

Marello Investment Advisors, Inc. (CRD# 112946) is a financial advisory firm headquartered in Valley Village, CA. They manage $31,263,989 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12155 Riverside Drive, Valley Village, CA 91607
https://www.linkedin.com/in/jenniferlotta/
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,563,199
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Marello Investment Advisors, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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