TANGLEWOOD LEGACY ADVISORS, LLC

HOUSTON, Texas·3 registered advisors·CRD# 127289
SEC# 801-1077931713-599-4999
01

Firm Overview

AUM
$464M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TANGLEWOOD LEGACY ADVISORS, LLC

3 registered advisors
Andrew Todd Gardener
HOUSTON, Texas
CFP
Kevin Bruce Roth
HOUSTON, Texas
CFP
Matthew Douglas Berti
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
3 advisors

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Data sourced from SEC Form ADV filings. TANGLEWOOD LEGACY ADVISORS, LLC (CRD# 127289) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.