Tanglewood Legacy Advisors, LLC
www.family-cfo.comTanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm that develops Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards. Established in 2003, and utilizing more than 75 years of wealth planning experience, the firm's team has intimate relationships with a limited number of families, and is dedicated to building relationships that will extend to future generations. The firm's focus is to understand and serve the needs, aspirations and the dreams of its clients. Tanglewood Legacy Advisors, LLC a Registered Investment Advisor.
Read moreTanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm that develops Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards. Established in 2003, and utilizing more than 75 years of wealth planning experience, the firm's team has intimate relationships with a limited number of families, and is dedicated to building relationships that will extend to future generations. The firm's focus is to understand and serve the needs, aspirations and the dreams of its clients. Tanglewood Legacy Advisors, LLC a Registered Investment Advisor.
Read moreCountry
State
Texas
City (Headquarters)
Houston
Industry
Employees
1-10
Founded
2003
Estimated Revenue
$1,000,000 to $5,000,000
Social
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Vice President
Email ****** @****.comPhone (***) ****-****Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Owner
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****
Technologies
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