MY ADVISORS, LLC

RIASEC Registered
Total AUM
$132K
Discretionary
$0
0% of AUM
Avg account
$26.3K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
Portola Hills, California
CRD number
135863
Fee structure
Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

My Advisors, LLC is a very small, owner-managed advisory firm that positions itself as a capital allocator for individual and small business portfolios. The firm focuses on actively managing and selecting external managers rather than running a large in‑house product platform. Investment activity tilts toward publicly traded equities and exchange‑traded products, and the advisory scope (per filings) centers on portfolio management for individuals and small businesses plus the selection of other advisers and managers. My Advisors, LLC is not identified as an active ESG investor and operates on a non‑multi‑state basis according to its reporting. Fee arrangements include hourly charges, fixed fees and other non‑traditional formats rather than a standard percentage of assets model. The firm reports non‑discretionary relationships, which suggests it typically implements client decisions after obtaining approval rather than exercising unilateral trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Cash & Cash Equivalents 42%58%
  • Exchange Traded Equities58%
  • Cash & Cash Equivalents42%

Contacts

1 of 1
  • ERIK HALVORSEN

    Registered Investment AdvisorCRD 5011239

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Portola Hills, CA

ORANGE

Location

Portola Hills, CA

Headquartered in Portola Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
19581 Dorado Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth