MY ADVISORS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Cash & Cash Equivalents42%
Contacts
1 of 1ERIK HALVORSEN
Registered Investment AdvisorCRD 5011239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
PAMELA PLICK WEALTH MANAGEMENT LLC
RIAPALM DESERT, CA
WING
RIANEWPORT BEACH, CA
UP&UP CAPITAL, INC.
RIAGLENDALE, CA
ENDURANCE CAPITAL PARTNERS, LLC
RIAPALO ALTO, CA
PRUVISE
RIANEWPORT BEACH, CA
EQUITY X INVESTMENTS, LLC
RIASACRAMENTO, CA