LEGACY BRIDGE, LLC

LEGACY BRIDGE, LLC of WEST DES MOINES, IA is an SEC-registered investment adviser (CRD 282261). Regulatory assets under management: $425.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Other.

Clients served: High net worth, Other.

Officers, owners & control persons (9)

NameRoleLocation
Timothy L KadlecCHIEF INVESTMENT OFFICER—
Michael Thomas ZuendelCEO; TRUSTEE—
Suzanne Mario HammerCCO—
KADLEC TIMOTHY LCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER—
ZUENDEL MICHAEL THOMASCEO; PRESIDENT; TRUSTEE—
BURVEE JOSEPH LEOCHIEF COMPLIANCE OFFICER—
Stewart Patricia MarieCHIEF COMPLIANCE OFFICER—
HAMMER SUZANNE MARIOCCO—
Halbrook ChristinePRESIDENT—

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