RIA Intelligence

MARI LEGACY GROUP, LLC

CRD #325087 SEC #801-127400 CALABASAS, CA (818) 923-2022
SEC Registered
Total AUM
$7.9M
Discretionary
$7.9M
Employees
1
Clients
0
Accounts
15

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 31, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WEBB, CONSUELO, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
WEBB, CONSUELO, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
WEBB, CONSUELO, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
WEBB, CONSUELO, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
WEBB, CONSUELO, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
THE PMG TRUSTDEOWNERE Control
THE PMG TRUSTDEOWNERE Control
THE PMG TRUSTDEOWNERE Control
THE PMG TRUSTDEOWNERE Control
THE PMG TRUSTDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WEBB, CONSUELO, ELIZABETHITHE PMG TRUSTF Control
WEBB, CONSUELO, ELIZABETHITHE PMG TRUSTF Control
WEBB, CONSUELO, ELIZABETHITHE PMG TRUSTF Control
WEBB, CONSUELO, ELIZABETHITHE PMG TRUSTF Control
WEBB, CONSUELO, ELIZABETHITHE PMG TRUSTF Control
WEBB, DAVID, XAVIERITHE PMG TRUSTF Control
WEBB, DAVID, XAVIERITHE PMG TRUSTF Control
WEBB, DAVID, XAVIERITHE PMG TRUSTF Control
WEBB, DAVID, XAVIERITHE PMG TRUSTF Control
WEBB, DAVID, XAVIERITHE PMG TRUSTF Control

Registrations

Federal

IA
Jul 31, 2023 REGISTERED

Notice Filings (2)

CA TX

Address

4500 PARK GRANADA
SUITE 202
CALABASAS, CA 91302
United States
Phone: (818) 923-2022