Legacy Bridge Review

Trust Score 86%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Legacy Bridge, federally registered in 2016, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Legacy Bridge manages $163.5 million and provides investment advisory services for 14 clients (1:14 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $20,000,000
Average Client Balance $11,675,973
Hybrid Advisor No
Disciplinary History No
Total AUM $163.5 million
Advisor / Client Ratio 1:14
Headquarters West Des Moines, IA
SEC Filings Forms and Brochures    (CRD # 282261)
State(s) Registered IA

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