5810 Grand Ave
West Des Moines, Iowa 50266
Tel: 515-421-4870
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$377,222,976,882 | 6824 | 1955 | |
$93,913,367,327 | 643 | 645 | |
$88,549,358,554 | 213 | 258 | |
$87,368,733,496 | 448526 | 3312 | |
$16,157,423,229 | 212836 | 383 |
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