Marello Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marello Investment Advisors, Inc. is an independent advisory firm with one listed advisor managing about $27.6 million for roughly 15 clients. The firm provides advisory services primarily to pension and profit‑sharing plans and also conducts securities and insurance activities as a registered representative of a broker‑dealer and as an insurance agent.
The firm’s advisory work is largely non‑discretionary, offering recommendations while clients retain final authority over transactions rather than granting the firm trading discretion. Fees are charged on a percentage‑of‑AUM basis, and the brochure discloses that the firm may facilitate transactions and insurance placements through its broker‑dealer and insurance roles.
Distinctive aspects include the combination of plan‑level focus with registered representative and insurance agent activities, and a client base weighted toward pension/profit‑sharing arrangements rather than individual discretionary portfolios. In contrast to many independent solo advisors who concentrate on discretionary portfolio management for individuals, Marello emphasizes consultative, non‑discretionary advice and transactional services tied to its broker‑dealer and insurance relationships.
Client services
Fee options
1.00% annually
Main office
12155 Riverside Drive
Valley Village CA 91607, United States
Offices (1)
Most active in
California · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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