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    Tanglewood Legacy Advisors, Llc

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    Description

    • Tanglewood 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.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Andrew T. Gardener, CFP®, a registered investment advisor and separate entity from LPL Financial.
    • location

      Headquarters:1 Riverway , Houston, Texas, United States

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    • Tanglewood Legacy Advisors, Llc phone

      Phone Number: +1 713-599-4999

    • Tanglewood Legacy Advisors, Llc website

      Website: https://www.family-cfo.com

    • Tanglewood Legacy Advisors, Llc employees

      Employees:11

    • Tanglewood Legacy Advisors, Llc revenue

      Revenue:$1 - 10M

    • Tanglewood Legacy Advisors, Llc legal name

      Legal Name:Tanglewood Legacy Advisors, Llc

    • Tanglewood Legacy Advisors, Llc's Social Media

      Tanglewood Legacy Advisors, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Vice President for Tanglewood Legacy Advisors, Llc

    David Stuyck

    Vice President

    Person level website visitor identification

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    View Employees

    David Stuyck

    Vice President

    Shannon Pike

    Vice President And Director Of Financial Planning

    Cepa Kevin B. Roth

    Managing Director

    Katherine Alvarado

    Project Manager

    Frequently Asked Questions regarding Tanglewood Legacy Advisors, Llc

    • Where are Tanglewood Legacy Advisors, Llc's Headquarters?

      Tanglewood Legacy Advisors, Llc's Headquarters are in 1 Riverway ,Houston,Texas,United States

    • What is Tanglewood Legacy Advisors, Llc's phone number?

      Tanglewood Legacy Advisors, Llc's phone number is +1 713-599-4999

    • What is Tanglewood Legacy Advisors, Llc's official website?

      Tanglewood Legacy Advisors, Llc's official website is https://www.family-cfo.com

    • What is Tanglewood Legacy Advisors, Llc's Revenue?

      Tanglewood Legacy Advisors, Llc's revenue is $1 - 10M

    • What is Tanglewood Legacy Advisors, Llc's NAICS code?

      Tanglewood Legacy Advisors, Llc's NAICS code is 523110

    • How many employees are working in Tanglewood Legacy Advisors, Llc

      Tanglewood Legacy Advisors, Llc has 11 employees

    • What is Tanglewood Legacy Advisors, Llc's Industry?

      Tanglewood Legacy Advisors, Llc is in the industry of Financial Services

    • Who is Tanglewood Legacy Advisors, Llc's Vice President?

      Tanglewood Legacy Advisors, Llc's Vice President is David Stuyck

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