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Building 2TANGLEWOOD LEGACY ADVISORS, LLC

Map pinHOUSTON, TX
Phone713-599-4999
NotebookSEC #801-107793
Total AUM
$809M
Employees
9
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE RIVERWAY, SUITE 1550
HOUSTON
TX 77056
United States
Operating Hours
8:00AM TO 4:30PM
Monday - Friday
Phone
713-599-4999
Other Offices
1

ReceiptFinancials

Total AUM
$809M
Accounts
563
Discretionary
$779.5M
Accounts
560
Non-Discretionary
$29.5M
Accounts
3

ContactClients

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Individual Clients
41
AUM
$10.1M
HNW Individual Clients
121
AUM
$730.2M
Pension/Profit Sharing Plan Clients
1
AUM
$29.5M
Charitable Organization Clients
1
AUM
$11.1M
Corporation or Business Clients
10
AUM
$28.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING ON HOURLY OR PROJECT BASIS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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