MY LEGACY ADVISORS, LLC is a Bend, Oregon based financial advisory firm with nearly $298,490,588 in assets under management and provides investment advisory services for 426 clients. There are currently 10 financial advisors at the firm.
General Information |
| Firm CRD#: | 290675 | |
| SEC#: | 801-112049 | |
| Assets under Management: | $298,490,588 | |
| No. of Clients: | 426 | |
| No. of Advisors: | 10 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| M FINANCIAL ASSET MANAGEMENT, INC. | 136694 | 801-66320 | 2574 | 5 | $1,109,239,271 |
| CABLE HILL PARTNERS, LLC | 168252 | 801-78336 | 2561 | 24 | $1,310,535,234 |
| HUMAN INVESTING | 133017 | 801-63556 | 2323 | 21 | $1,416,630,044 |
| CUTLER INVESTMENT COUNSEL, LLC | 128483 | 801-62469 | 1790 | 23 | $1,054,066,040 |
| TPG FINANCIAL ADVISORS, LLC | 141153 | 801-77417 | 1323 | 18 | $1,324,421,257 |
| PHILLIPS AND COMPANY ADVISORS LLC | 167214 | 801-63879 | 1211 | 21 | $1,171,903,143 |
| MATISSE CAPITAL | 155424 | 801-72004 | 741 | 10 | $1,110,540,408 |
| SAPIENT PRIVATE WEALTH MANAGEMENT, LLC | 159419 | 801-72857 | 565 | 13 | $1,100,577,156 |
| ASI WEALTH MANAGEMENT & CONSULTING SERVICES | 108138 | 801-55026 | 412 | 17 | $1,465,727,757 |
| DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | 801-72021 | 327 | 8 | $1,693,264,697 |
| ARNERICH MASSENA, INC. | 116395 | 801-61109 | 279 | 25 | $2,064,367,267 |
| QUEST INVESTMENT MANAGEMENT, LLC | 110640 | 801-23659 | 93 | 10 | $1,510,306,371 |
| SELLWOOD CONSULTING LLC | 164696 | 801-76867 | 54 | 15 | $1,273,600,000 |
| GREEN CITIES INVESTMENT MANAGEMENT, LLC | 166263 | 801-77485 | 5 | 29 | $1,854,195,327 |
| EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | 182520 | 801-96301 | 4 | 45 | $1,452,605,463 |