National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > iowa > west des moines

LEGACY BRIDGE PRIVATE FAMILY OFFICES

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

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

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

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 FEE

Firm CRD#:

282261

SEC#:

801-107113

No. of Clients:

111

Assets under Management

$286,508,635

No. of Advisors:

8

More Financial Advisory Firms in West Des Moines, Iowa

More Firms in West Des Moines, Iowa >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.