Tanglewood Legacy Advisors Revenue

Financial Services • Houston, Texas, United States • 1-10 Employees

Tanglewood Legacy Advisors revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at Tanglewood Legacy Advisors

Kevin B. Roth

Ceo

Company overview

Headquarters	One Riverway, 1550, Houston, TX 77056, US
Phone number	+17135994999
Website	family-cfo.com
NAICS	52
SIC	628
Keywords	Exit Planning, Investment Consulting, Wealth Planning
Founded	2003
Employees	1-10
Socials

Tanglewood Legacy Advisors Email Formats

Tanglewood Legacy Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@family-cfo.com), used 62.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@family-cfo.com	62.5%
{first name}{last name}	johndoe@family-cfo.com	37.5%

About Tanglewood Legacy Advisors

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 120 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 dreams of its clients. Tanglewood Legacy Advisors, LLC a Registered Investment Advisor.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

C-Suite

Employees by Department

Tanglewood Legacy Advisors has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Tanglewood Legacy Advisors has never raised funding before.

Tanglewood Legacy Advisors Tech Stack

Discover the technologies and tools that power Tanglewood Legacy Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Vimeo

Video players

jQuery UI

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

LiteSpeed

Web servers

HTTP/3

Miscellaneous

HSTS

Security

Frequently asked questions

Tanglewood Legacy Advisors is located in Houston, Texas, US.

You can reach Tanglewood Legacy Advisors at +17135994999.

Tanglewood Legacy Advisors generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Tanglewood Legacy Advisors has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Tanglewood Legacy Advisors was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Tanglewood Legacy Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Tanglewood Legacy Advisors

Kevin B. Roth

Ceo

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