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LEGACY BRIDGE, LLC

UUID5687c670-db69-592d-866e-f2950a0d2e3b
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 282261 282261 1.0
cik 0001689144 1689144
sec_file_number 801-107113 801-107113

Profile

Websitehttps://www.linkedin.com/company/legacy-bridge-pfo/about/
HQ CityWEST DES MOINES
HQ StateIA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • LEGACY BRIDGE PRIVATE FAMILY OFFICES adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)325,945,382.0
  • RAUM (discretionary)325,945,382.0
  • Actionable assets313,122,218.0
  • Accounts99.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM3,822,268.0
  • HNW AUM309,299,950.0

As of 2025-03-24 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.