LEGACY BRIDGE PRIVATE FAMILY OFFICES

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

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 Status	Approved
Firm CRD#	282261
SEC#	801-107113
Assets Managed by Firm	$286,508,635
No. of Clients	111
No. of Advisors	8

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 Clients	AUM
Firm Total	111	$286,508,635
Individuals (other than high net worth individuals)	13	$9,446,877
High net worth individuals	22	$273,548,181
Charitable organizations	Fewer than 5 clients	$3,513,577

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TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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