Tanglewood Wealth Management Inc
Nombre legal: TANGLEWOOD WEALTH MANAGEMENT, INC.
Detalles de contacto completos
Tanglewood Wealth Management Inc
1400 POST OAK BLVD, SUITE 550, HOUSTON, TX
713-840-8880
713-622-7307
Otra información
Tanglewood Wealth Management, una corporación de TX con un equipo de 12 personas, incluyendo 7 asesores, está registrada con la SEC y ha estado operando desde 1991. Desafortunadamente, el número de clientes que atienden es desconocido.
Sitio web
Sitio web
Tanglewood Total Wealth Management
0 Skip to Content Home Who We Are Founding Commitment Team Who You Are Our Difference Total Wealth Management® Uncommon Confidence Signature Service Thought Leadership Contact Client Login Open Menu Close Menu Home Who We Are Founding Commitment Team Who You Are Our Difference Total Wealth Manageme…
Propietarios directos
-
BRIAN JOSEPH MERRILL
VICE PRESIDENT posee más del 10% pero menos del 25%
-
CURTIS JOEL HOLDEN
SR. INVESTMENT OFFICER posee menos de 5%
-
JOHN FRANKLIN MERRILL
PRESIDENT posee 75% o más
-
KEITH ALAN FENSTAD
CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER posee más del 10% pero menos del 25%
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Top Holdings
- VANGUARD INDEX FDS TOTAL STK MKT $101,758k
- ISHARES TR 3 7 YR TREAS BD $72,109k
- VANGUARD INTL EQUITY INDEX F $60,766k
- ISHARES RUS $34,150k
- ISHARES TR MIN VOL EAFE ETF $30,594k
- VANGUARD INDEX FDS REAL ESTATE ETF $26,965k
- VANGUARD STAR FD VG TL INTL STK F $25,497k
- SCHWAB STRATEGIC TR $22,071k
- SPDR INDEX SHS FDS $17,947k
- ISHARES TR $15,740k