Tanglewood Legacy Advisors

  • Financial Services
  • Houston TX
  • 11 employees
  • Financial Services
Employee Directory Email Format Management Departments
Get Full Info

Company Overview

Website
family-cfo.com
Phone
(713) 599-4999
Employees
11
Founded in
2003
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Recent News & Media

PIMCO Access Income Fund (NYSE:PAXS) Trading Up 0.1% After Dividend Announcement

  • Jul 4, 2025
  • defenseworld.net

Ameriprise Financial Inc. Decreases Stake in BlackRock MuniYield Fund, Inc. (NYSE:MYD)

  • Jun 4, 2025
  • defenseworld.net

Rising Inflation May Mean It's Time To Consider TIPS, Advisors Say

  • Mar 7, 2025
  • fa-mag.com

The Good, Bad And Ugly Of Target-Date Funds

  • Sep 13, 2024
  • fa-mag.com

17 ‘offbeat,’ but revealing, questions for job candidates

  • Jul 8, 2024
  • bizjournals.com

Advisors Say Move Gingerly With Suddenly Wealthy Clients

  • May 10, 2024
  • fa-mag.com

Who is Tanglewood Legacy Advisors

Tanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm based in Houston, Texas. The firm is employee-owned and operates with a team of 11. Tanglewood Legacy Advisors develops personalized Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards. Their services are tailored to understand and fulfill the unique needs, aspirations, and dreams of each client. The firm's foundation rests on over 120 years of collective wealth planning experience, fostering lasting relationships with a select number of families. This commitment to building generational relationships demonstrates their dedication to serving clients and their families over the long term. Interested parties can visit Tanglewood Legacy Advisors' website at family-cfo.com.

Company Leadership

Manjula Shaw

AVP

Phone Email

Tanglewood Legacy Advisors Industry Tags

Investment Consulting
Wealth Planning
Exit Planning
Financial Services
Financial Advisory Services
View All Industry Tags

Companies Similar to Tanglewood Legacy Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Tanglewood Legacy Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in

Northsight Capital

 3M 1 Scottsdale, AZ 2012

Black Box Stocks

 3M 6 Dallas, TX 2014

CapStar Financial LLC

 3M 5 Austin, TX 1995

Equus Total Return Inc

 3M 5 Houston, TX

13D Monitor

 3M 2 New York, NY 2006
View More Companies

FAQ

What is the location of Tanglewood Legacy Advisors's headquarters?
The headquarters of Tanglewood Legacy Advisors are situated at One Riverway, 1550, Houston TX
What is Tanglewood Legacy Advisors's phone number?
Tanglewood Legacy Advisors's contact number is (713) 599-4999.
What is Tanglewood Legacy Advisors's official website?
The official website of Tanglewood Legacy Advisors can be found at family-cfo.com.
What is Tanglewood Legacy Advisors's current revenue?
As of October 2016, Tanglewood Legacy Advisors's annual revenue reached $3B.
How many employees does Tanglewood Legacy Advisors currently have?
Tanglewood Legacy Advisors employs approximately 11+ people as of October 2016
Which industries is Tanglewood Legacy Advisors primarily operating in?
Tanglewood Legacy Advisors operates in the following industries: Finance, Credit
Who is the AVP of Tanglewood Legacy Advisors?
Tanglewood Legacy Advisors's AVP is Manjula Shaw
What are Tanglewood Legacy Advisors's industry tags?
Tanglewood Legacy Advisors's industry tags include: Investment Consulting, Wealth Planning, Exit Planning
When was Tanglewood Legacy Advisors founded?
Tanglewood Legacy Advisors was founded in 2003.

Employee Directory

Key Employees

T. Gardener

President

Phone Email

Katherine Alvarado

Project Manager

Phone Email

David Stuyck

Vice President

Phone Email

Matthew Berti

Wealth Planner

Phone Email