Unclaimed Profile

Christine Halbrook

LEGACY BRIDGE, LLC·WEST DES MOINES, Iowa

Clean recordLEGACY BRIDGE, LLC

4601 WESTOWN PARKWAY, WEST DES MOINES, IA 50266CRD# 7337532Firm CRD# 282261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christine Halbrook · WEST DES MOINES, IA

Registration

CRD #7337532 · LEGACY BRIDGE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Christine Halbrook is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with LEGACY BRIDGE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

LEGACY BRIDGE, LLC

LEGACY BRIDGE PRIVATE FAMILY OFFICES

AUM

$287M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY BRIDGE, LLC →

Services

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Other: FAMILY OFFICE FEES

Regulatory

SEC/IARD CRD# 7337532

Firm CRD# 282261

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christine Halbrook offer?

Christine Halbrook specializes in Investment Management. Contact their office in WEST DES MOINES, Iowa for a consultation.

What are Christine Halbrook's credentials?

Christine Halbrook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christine Halbrook located?

Christine Halbrook is based in WEST DES MOINES, Iowa, working with LEGACY BRIDGE, LLC. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.

How does Christine Halbrook charge for services?

Christine Halbrook's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: family office fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY BRIDGE, LLC?

LEGACY BRIDGE, LLC has approximately 8 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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