Marello Investment Advisors, INC.

% of assets managed in Valley Village, CA

State registeredNo commissions reported

Call (800) 995-9656 Send a message Map ↗

Public-record details

Address: 12155 Riverside Drive, Valley Village, CA 91607
Phone: (800) 995-9656
Listed under: % of assets managed
CRD number: 112946
Registration: State registered: CA, NY
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Selection of other advisers
Regulatory assets under management: $27.6 million
Accounts managed: 17
Clients reported (Form ADV 5.D): 15
Individual / high-net-worth clients: 6 / 9
Employees: 1
Other business activities (Form ADV 6.A): Also active as: registered representative of a broker-dealer, insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-28

State registered (CA, NY) investment adviser, CRD 112946, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 112946 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.