My Legacy Advisors is an investment advisor in Bend with $304.48 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
611909085
SEC advisor number
801-112049
FINRA CRD number
290675
AUM ?
$374.09 mm
(as of 12 Jul 24)
Accounts
445
(as of 12 Jul 24)
Employees
12
(5 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
24 Jul 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
7 Apr 22