LEGACY BRIDGE PRIVATE FAMILY OFFICES
Firm details
- Headquarters
- WEST DES MOINES, Iowa
- CRD number
- 282261
- Registered since
- January 22, 2016
- Website
- legacybridgepfo.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI96.42%
- Individuals2.76%
- Charitable Organizations0.82%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Bridge Private Family Offices is an independent, SEC-registered RIA organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm has been registered with the SEC since 2016 and reports portfolio management for individuals and small businesses as its primary advisory activity. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee and performance-based options. Legacy Bridge does not identify as an active ESG investor and is not a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- US Government Bonds17%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2TIMOTHY KADLEC
CEO & Chief Investment OfficerCRD 4814854
MICHAEL ZUENDEL
Founder & CEOCRD 6594556
Contacts
2 of 2SUZANNE HAMMER
DirectorCRD 1111107
Stephen Musser
Research AnalystCRD 2419967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$48.2M in ETFs
92%
$44.1M
8%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $2.9M | 4,393 | 5.96% |
Location
WEST DES MOINES, IA
POLK
Location
WEST DES MOINES, IA
Headquartered in WEST DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- POLK
- Address
- 5810 Grand Ave
- Time zone
- CT (UTC-6)
- Office locations
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