Mylaunch, LLC (Medford)

Name: Mylaunch, LLC
Address: 1020 E. Jackson Street, Medford, OR, 97504
Telephone: 541-608-0551

Mylaunch, LLC is a related adviser based in Medford. It manages $398.79 thousand of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Oregon and Washington.

Mylaunch provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mylaunch: assets under management

The assets under management (AUM) of Mylaunch, LLC is $398.79 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 578% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $398.79 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.23 thousand each.

Mylaunch has custody of $159.09 thousand in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 52% of the total AUM. The second-largest asset type is investment and business development companies, which make up 45% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mylaunch, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mylaunch serves?

The only and largest group of clients of Mylaunch is individuals with 9 clients and $398.79 thousand of assets under management. Among the 4 most similar advisory firms, Mylaunch has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $398.79 thousand for 9 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Mylaunch doesn't advise any private funds.

Careers at Mylaunch, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lorrie Anne Miller	Member and chief compliance officer	1 Apr 2016	Other	5296122
Gregory Alan Koenig	Managing member	1 Apr 2016	75% - 100%	1342457
Jeffrey L Mccullough	Member	1 Apr 2016	Other	5357489

Based in Medford

The principal office where Mylaunch, LLC performs its advisory services is located at 1020 E. Jackson Street, Medford, OR 97504, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-608-0551 or by fax 541-608-0423. The normal business hours are 6:30 am to 3:00 pm on Monday - Friday. You can find more information about the New York firm at launchmyinvestment.com.