RIA Intel›Advisers›Oregon›MY LEGACY ADVISORS, LLC

MY LEGACY ADVISORS, LLC

Advisory

N·BEND, OR

Data as of Oct 2, 2024 · Source: SEC Form ADV

Total AUM
$333M
1-Year AUM Growth
0.0%
3-Year CAGR
+12.8%
Employees
4
Assets Under Management
Total AUM$333M
Discretionary AUM$333M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients330
Team
Total Employees4
Investment Advisers10
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record21
First FilingOct 18, 2017
Latest FilingOct 2, 2024
🔒 Full AUM trend chart and 21 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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