Timothy L Kadlec
Investment adviser representative at Legacy Bridge Private Family Offices
11 yearsExperience
1 stateRegistered in
$425.8MFirm assets
10 yearsFirm in business
Are you Timothy L Kadlec? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Legacy Bridge Private Family OfficesFeb 2016 to now
- Legacy Bridge, LLCOct 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IA).
Legacy Bridge Private Family Offices
Legal name: Legacy Bridge, LLC
$425.8MAssets managed
67Clients
2Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4814854
- Firm CRD
- 282261