Mari Legacy Group, LLC

Mari Legacy Group, LLC (CRD# 325087) is a financial advisory firm headquartered in Calabasas, CA. They manage $21,360,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4500 Park Granada, Suite 202, Calabasas, CA 91302
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $427,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, TX

Financial Advisors at Mari Legacy Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Consuelo Webb, financial advisor Calabasas CA
Consuelo E. Webb
CRD#: 4203954
4500 Park Granada, Suite 202, Calabasas, CA 91302

Consuelo Webb (CRD# 4203954) is an Investment Advisor Representative working at Mari Legacy Group, LLC in Calabasas, CA and has 1 year of experience in the finance industry.

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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