LEGACY BRIDGE PRIVATE FAMILY OFFICES

4601 Westown Parkway
Suite 220
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 $292,561,807 assets under management, offering retirement planning & investment advisory services to 107 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282261
SEC#	801-107113
Assets Managed by Firm	$292,561,807
No. of Clients	107
No. of Advisors	7

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based
Other(FAMILY OFFICE FEES)

Advisory Services Provided

Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	107	$292,561,807
Individuals (other than high net worth individuals)	12	$7,636,592
High net worth individuals	23	$282,065,588
Charitable organizations	Fewer than 5 clients	$2,859,627

Inquire with LEGACY BRIDGE PRIVATE FAMILY OFFICES

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd. Fairfield, IA, 52556-8757	$82,427,818,654	461370	3352
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