LEGACY BRIDGE, LLC

LEGACY BRIDGE PRIVATE FAMILY OFFICES
WEST DES MOINES, Iowa·6 registered advisors·CRD# 282261
SEC# 801-1071132515-421-4870
01

Firm Overview

AUM
$287M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: FAMILY OFFICE FEES
03

Specialties

Investment Management
04

Advisors at LEGACY BRIDGE, LLC

6 registered advisors
Christine Halbrook
WEST DES MOINES, Iowa
Joseph Leo Burvee
WEST DES MOINES, Iowa
Michael Thomas Zuendel
WEST DES MOINES, Iowa
Suzanne Marie Stewart
WEST DES MOINES, Iowa
Suzanne Mario Hammer
WEST DES MOINES, Iowa
Timothy L Kadlec
WEST DES MOINES, Iowa
05

Office Locations

WEST DES MOINES, Iowa
6 advisors

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Data sourced from SEC Form ADV filings. LEGACY BRIDGE, LLC (CRD# 282261) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.