| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn Loretta Zuendel Trust Control | Owner | Under 5% | 2018 |
| Dianna Elizabeth Zuendel Trust Control | Owner | Under 5% | 2018 |
| Michael T. Zuendel Revocable Trust Dtd 12/21/2015 Control | Owner | Over 75% | 2017 |
Legacy Bridge, LLC reports $325.9 million in regulatory assets under management on its Form ADV.
Legacy Bridge, LLC reports 8 employees.
Legacy Bridge, LLC is based in West des Moines, IA and has been SEC-registered since 2016.
Legacy Bridge, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5810 Grand Ave, West des Moines, IA 50266 |
| Phone | 515-421-4870 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1689144 |
| Discloses disciplinary history | No |
| Discretionary | $325.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $325.9M |