Legacy Bridge, LLC

Legacy Bridge, LLC (CRD# 282261) is a financial advisory firm headquartered in West Des Moines, IA. They manage $147,713,354 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $3,692,834
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Legacy Bridge, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy L. Kadlec
CRD#: 4814854
4601 Westown Parkway, Suite 220, West Des Moines, IA 50266
87
Wealthminder
score

Timothy Kadlec (CRD# 4814854) is an Investment Advisor Representative working at Legacy Bridge, LLC in West Des Moines, IA and has 1 year of experience in the finance industry.

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