Legacy Bridge, LLC (“Legacy Bridge”) is a registered investment adviser whose principal office is located in Iowa. Legacy Bridge may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Not all of the services referenced on this site are available in every state.
Information on this website is directed toward U.S. residents only. Legacy Bridge is registered as an investment adviser with the SEC. Registration with the SEC is not an endorsement of any given investment manager or adviser.
This website is a publication of Legacy Bridge. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional adviser should be consulted before any investment decisions are made.
Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.
All clients are advised that it remains their responsibility to advise their financial adviser or Legacy Bridge of any changes in their investment objectives and/or financial situation. Legacy Bridge does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.
A copy of Legacy Bridge’s current written disclosure statement discussing Legacy Bridge’s business operations, service, and fees is available from Legacy Bridge upon written request. Additionally, a copy of Legacy Bridge’s ADV Part 2 can be found here.