Legacy Bridge Private Family Offices
Legacy Bridge Private Family Offices (CRD# 282261) is a financial advisory firm headquartered in West Des Moines, IA. They manage $286,508,635 in 111 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management287MILLION
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$2,581,159
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, IA, NY, SD
Financial Advisors at Legacy Bridge Private Family Offices
1
Timothy Kadlec (CRD# 4814854) is an Investment Advisor Representative working at Legacy Bridge Private Family Offices in West Des Moines, IA and has over 8 years of experience in the finance industry.
2
Stephen Musser (CRD# 2419967) is an Investment Advisor Representative working at Legacy Bridge Private Family Offices in West Des Moines, IA and has over 13 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.