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Building 2LEGACY BRIDGE PRIVATE FAMILY OFFICES

Map pinWEST DES MOINES, IA
Phone515-421-4870
NotebookSEC #801-107113
Total AUM
$425.8M
Employees
8
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5810 GRAND AVE
WEST DES MOINES
IA 50266
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
515-421-4870

ReceiptFinancials

Total AUM
$425.8M
Accounts
117
Discretionary
$425.8M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$11.7M
HNW Individual Clients
27
AUM
$410.5M
Charitable Organization Clients
1
AUM
$3.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PRIVATE FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FAMILY OFFICE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIANVSD

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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