M
Marello Investment Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,981,990
Clients
15
60% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$1,798,799
About
Marello Investment Advisors provides investment advisory services to individual clients and to pension and profit-sharing plans, managing about $27.6 million across 15 client relationships. The firm’s brochure discloses brokerage and insurance activities in addition to advisory services, noting that the advisor is a registered representative of a broker-dealer and is licensed as an insurance agent.
The firm emphasizes advisory work delivered primarily on a non‑discretionary basis, with clients or plan sponsors retaining final trading authority while receiving recommendations and periodic account reviews. It follows common industry billing practices (percentage-of-AUM fees) and describes its methods of analysis and risk considerations in its Form ADV filing.
Distinctive elements include the combination of broker-dealer registration and insurance licensure paired with retirement plan clients, a mix that is uncommon among independent advisory firms. The firm’s small, concentrated client base and its explicit lack of discretionary portfolio management for individual accounts further differentiate its operating model from many peers.
Client services
Selection of other advisers
Fee options
Main office location
Marello Investment Advisors, Inc.
12155 Riverside Drive
Valley Village CA 91607, United States
Number of offices
2
Most active in
Marello Investment Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
California · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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