Overview
Assets Under Management: $562 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 107
Average Client Assets: $4 million
Frequently Asked Questions
TANGLEWOOD LEGACY ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127289), TANGLEWOOD LEGACY ADVISORS, LLC is subject to fiduciary duty under federal law.
TANGLEWOOD LEGACY ADVISORS, LLC is headquartered in HOUSTON, TX.
TANGLEWOOD LEGACY ADVISORS, LLC serves 107 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, TANGLEWOOD LEGACY ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TANGLEWOOD LEGACY ADVISORS, LLC manages $562 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, TANGLEWOOD LEGACY ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 522
Discretionary Accounts: 518
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 127289
Last Filing Date: 2025-02-10 00:00:00
Website: https://family-cfo.com