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
4601 Westown Parkway, Suite 220, West Des Moines, IA 50266
https://www.linkedin.com/company/legacy-bridge-pfo/about/
By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO, IA, NY, SD

Financial Advisors at Legacy Bridge Private Family Offices
Showing 1 - 2 of 2 top financial advisors.
1
Timothy Kadlec, financial advisor West Des Moines IA
Timothy L. Kadlec
CRD#: 4814854
4601 Westown Parkway, Suite 220, West Des Moines, IA 50266

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, financial advisor West Des Moines IA
Stephen B. Musser
CRD#: 2419967
4601 Westown Parkway, Suite 220, West Des Moines, IA 50266

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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