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West Des Moines
LEGACY BRIDGE PRIVATE FAMILY OFFICES

LEGACY BRIDGE PRIVATE FAMILY OFFICES

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

About LEGACY BRIDGE PRIVATE FAMILY OFFICES

LEGACY BRIDGE PRIVATE FAMILY OFFICES is a West Des Moines, Iowa based financial advisory firm with nearly $286,508,635 in assets under management and provides investment advisory services for 111 clients. There are currently 8 financial advisors at the firm.

General Information
Firm CRD#:

282261

Firm SEC#:

801-107113

Assets Under Management:

$286,508,635

No. of Clients:

111

No. of Advisors:

8

Advisory Services Provided:

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

Fee Structure:

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

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