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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