TANGLEWOOD ASSET MANAGEMENT LLC
CRD #120876 SEC #801-61204 WINSTON-SALEM, NC 336-725-0900
SEC Registered
Total AUM
$627.5M
Discretionary
$627.5M
Employees
10
Clients
--
Accounts
44
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORGAN, WAYNE, FORREST | I | MANAGING MEMBER/CCO | E | Control |
| MORGAN, WAYNE, FORREST | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MORGAN, WAYNE, FORREST | I | PRESIDENT | E | Control |
| GIBBS, II, SAMUEL, MEADOR | I | VICE PRESIDENT | B | Control |
| GIBBS, II, SAMUEL, MEADOR | I | VICE PRESIDENT | B | Control |
| GIBBS, II, SAMUEL, MEADOR | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Mar 12, 2007 REGISTERED
Notice Filings (5)
GA NC NY SC TX
Address
110 OAKWOOD DRIVESUITE 210
WINSTON-SALEM, NC 27103
USA
Phone: 336-725-0900