Legacy Bridge is an investment advisor in West Des Moines with $287.61 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
475256614
SEC advisor number
801-107113
FINRA CRD number
282261
AUM ?
$287.61 mm
(as of 24 Feb 22)
Accounts
89
(as of 24 Feb 22)
Employees
7
(2 investment advisory or research)
Address
Legacy Bridge
4601 WESTOWN PARKWAY
SUITE 220
WEST DES MOINES
IA 50266
4601 WESTOWN PARKWAY
SUITE 220
WEST DES MOINES
IA 50266
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
515-421-4870
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kadlec, Timothy, L | Chief Investment Officer | 10/2015 | < 5% |
Zuendel, Michael, Thomas | CEO | 10/2015 | < 5% |
Michael T. Zuendel Revocable Trust DTD 12/21/2015 | Owner | 12/2017 | > 75% |
Zuendel, Michael, Thomas | Trustee | 12/2017 | |
Carolyn Loretta Zuendel Trust | Owner | 10/2018 | < 5% |
Dianna Elizabeth Zuendel Trust | Owner | 10/2018 | < 5% |
Zuendel, Michael, Thomas | Trustee | 10/2018 | |
Zuendel, Michael, Thomas | Trustee | 10/2018 | |
Stewart, Suzanne, Marie | Chief Compliance Officer | 05/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21