Tanglewood Legacy Advisors is an investment advisor in Houston with $364.42 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
113684591
SEC advisor number
801-107793
FINRA CRD number
127289
AUM ?
$464.30 mm
(as of 27 Jan 24)
Accounts
156
(as of 27 Jan 24)
Employees
8
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23