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 registered investment adviser organized as an LLC and SEC-registered since 2016. The firm positions itself as a capital allocator serving individual and family clients as well as institutional relationships, and it provides portfolio management services for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee, performance-based and other structures. The firm’s name and client base indicate family office–style services are a core part of its offering. Legacy Bridge does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Timothy Kadlec
CEO & Chief Investment OfficerCRD 4814854
Michael Zuendel
Founder & CEOCRD 6594556
Contacts
2 of 2
Suzanne Hammer
DirectorCRD 1111107
Stephen Musser
Research AnalystCRD 2419967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$54.6M in ETFs
93%
$50.6M
7%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $3.3M | 4,393 | 6.02% |
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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