DIRECTORY OF REGISTERED ADVISORS
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MY LEGACY ADVISORS, LLC
Tel: 541-330-0220
35 Nw Hawthorne Ave Bend, Oregon 97703
MY LEGACY ADVISORS, LLC
MY LEGACY ADVISORS, LLC is a Bend, Oregon based financial advisory firm with nearly $374,091,174 in assets under management and provides investment advisory services for 445 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
290675
SEC#:
801-112049
No. of Clients:
445
Assets under Management
$374,091,174
No. of Advisors:
10
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