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LEGACY BRIDGE, LLC

Doing business as LEGACY BRIDGE PRIVATE FAMILY OFFICES. SEC Form ADV profile.

Total regulatory AUM
$425,754,729
Discretionary
$425,754,729
Non-discretionary
$0

Firm details

CRD number
282261
SEC file number
801-107113
Main office
WEST DES MOINES, IA, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based Other

As of October 2026.