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My Legacy Advisors LLC
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CRD # | 290675 |
SEC # | 801-112049 |
CIK # | 0001767802 |
AUM | $374.1 MM (2024-07-12) |
Employees | 12 (42% Investors, 0% Brokers) |
Phone | 541-330-0220 |
Address | 35 NW Hawthorne Ave Bend, OR 97703 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 10.0 | |
AAPL | 2,382,844.0 | 9.1 | |
AMZN | 1,092,997.8 | 4.5 | |
NVDA | 399,550.0 | 4.5 | |
GOOGL | 1,475,138.5 | 4.2 | |
UNH | 477,004.0 | 2.8 | |
COST | 207,576.9 | 2.7 | |
JPM | 340,169.2 | 2.4 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 313 | 130.7 |
(b) Individuals (high net worth individuals) | 122 | 239.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 10 | 3.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 445 | 374.1 |
By Discretionary | ||
Discretionary | 445 | 374.1 |
Non-Discretionary | 0 | 0.0 |
Total | 445 | 374.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 374.1 | |
Total | 445 | 374.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001767802] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
von Berge Wealth Management Group LLC
✚
|
CA | 0.4 |
Horizon Advisors LLC
✚
|
TX | 0.4 |
Triagen Wealth Management LLC
✚
|
CA | 0.4 |
Meridiana MFO LLC
✚
|
FL | 0.4 |
BNA Wealth Inc
✚
|
SC | 0.4 |
Astoria Strategic Wealth Inc
✚
|
TX | 0.4 |
ACT Advisors LLC
✚
|
NC | 0.4 |
Monte Financial Group LLC
✚
|
CT | 0.4 |
Lifeguide Financial Advisors LLC
✚
|
PA | 0.4 |
Curbstone Financial Management Corporation
✚
|
NH | 0.4 |