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LEGACY BRIDGE PRIVATE FAMILY OFFICES

5810 Grand Ave
West Des Moines, Iowa 50266
Tel: 515-421-4870

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About LEGACY BRIDGE PRIVATE FAMILY OFFICES

LEGACY BRIDGE PRIVATE FAMILY OFFICES, formally registered with the SEC as LEGACY BRIDGE PRIVATE FAMILY OFFICES. The firm was established in 01/22/2016. They have over 3 offices throughout the country.

LEGACY BRIDGE PRIVATE FAMILY OFFICES is a West Des Moines, Iowa based Financial Planning firm with nearly $286,508,635 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282261
SEC#801-107113
Assets Managed by Firm$286,508,635
No. of Clients111
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based
  • Other (FAMILY OFFICE FEES)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Other (PRIVATE FAMILY OFFICE SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total111$286,508,635
Individuals (other than high net worth individuals)13$9,446,877
High net worth individuals22$273,548,181
Charitable organizationsFewer than 5 clients$3,513,577

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