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Legacy Bridge

Company Profile

Company profile

Website

www.legacybridgepfo.com/

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

Office hours

Monday - Friday, 9:00 AM TO 5:00 PM

Phone

515-421-4870

Brochures

Individuals, High Net Worth Individuals, Foundations/charities (7 Mar 23)

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)

Annual report of proxy voting record

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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