1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MY LEGACY ADVISORS, LLC

Map pinBEND, OR
Phone541-330-0220
NotebookSEC #801-112049
Total AUM
$333.1M
Employees
10
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 NW HAWTHORNE AVE
BEND
OR 97703
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
541-330-0220

ReceiptFinancials

Total AUM
$333.1M
Accounts
332
Discretionary
$333.1M
Accounts
332
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
207
AUM
$101.4M
HNW Individual Clients
107
AUM
$227.3M
Pension/Profit Sharing Plan Clients
16
AUM
$3.9M
Corporation or Business Clients
1
AUM
$469.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account