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TANGLEWOOD LEGACY ADVISORS, LLC
One Riverway, Suite 1550
Houston, Texas 77056
Tel: 713-599-4999
About TANGLEWOOD LEGACY ADVISORS, LLC
TANGLEWOOD LEGACY ADVISORS, LLC, formally registered with the SEC as TANGLEWOOD LEGACY ADVISORS, LLC. The firm was established in 05/18/2016. They have over 2 offices throughout the country.
TANGLEWOOD LEGACY ADVISORS, LLC is a Houston, Texas based Financial Planning firm with nearly $562,079,455 assets under management, offering retirement planning & investment advisory services to 522 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127289 |
| SEC# | 801-107793 |
| Assets Managed by Firm | $562,079,455 |
| No. of Clients | 522 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING ON HOURLY OR PROJECT BASIS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 522 | $562,079,455 |
| Individuals (other than high net worth individuals) | 56 | $16,280,020 |
| High net worth individuals | 107 | $479,052,420 |
| Pension and profit sharing plans | Fewer than 5 clients | $30,842,664 |
| Charitable organizations | Fewer than 5 clients | $10,021,078 |
| Corporations or other businesses | 6 | $25,883,273 |
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