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My Legacy Advisors, LLC

CRD 290675SEC# 801-112049Bend, OR
Export (members)
No longer SEC-registered. My Legacy Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$333.1M
Employees
10
Accounts
332
Location
Bend, OR

My Legacy Advisors, LLC assets under management

My Legacy Advisors, LLC is a registered investment adviser overseen by the SEC based in Bend, OR. It reports $333.1 million in regulatory assets under management and employs 10 people.

My Legacy Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Cambrianne StaskalMemberUnder 5%2017
Chad Everett Staskal ControlManaging MemberUnder 5%2017
Eagle Wealth Management, Inc. ControlOwnerOver 75%2017
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Frequently asked questions

How much does My Legacy Advisors, LLC manage?

My Legacy Advisors, LLC reports $333.1 million in regulatory assets under management on its Form ADV.

How many employees does My Legacy Advisors, LLC have?

My Legacy Advisors, LLC reports 10 employees.

Where is My Legacy Advisors, LLC located?

My Legacy Advisors, LLC is based in Bend, OR.

Does My Legacy Advisors, LLC disclose fund performance?

My Legacy Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address35 NW Hawthorne Ave, Bend, OR 97703
Office hours8:30 a.m. - 4:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$333.1M
Non-discretionary$0
Total (RAUM)$333.1M