CRD: 282261
Legacy Bridge Private Family Offices
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2015
- Office Locations
- 2
Office Locations
About Legacy Bridge Private Family Offices
Legacy Bridge Private Family Offices is a West Des Moines, IA RIA serving families and entrepreneurs with an integrated, single-point-of-contact model spanning financial planning, investment management, family administration, and lifestyle management. Portfolios use purposeful, values-aligned long-term strategies with asset allocation and portfolio construction, including ETFs and fixed income. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SUZANNE MARION HAMMER
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
TIMOTHY L KADLEC
Chief Executive Officer, Chief Investment Officer
- CRD
- #4814854
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Cindy Eaton
Head of Family Office Services
- CRD
- --
TIMOTHY L KADLEC
Chief Executive Officer, Chief Investment Officer
- CRD
- #4814854
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $425,754,729 | $3,638,929 |
| Non-Discretionary | $0 | -- |
| Total | $425,754,729 | $3,638,929 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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