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TURTLE CREEK MANAGEMENT, LLC
3838 Oak Lawn Ave
Suite 1650
Dallas, Texas 75219
Tel: 214.468.0100
About TURTLE CREEK MANAGEMENT, LLC
TURTLE CREEK MANAGEMENT, LLC, formally registered with the SEC as TURTLE CREEK MANAGEMENT, LLC. The firm was established in 05/17/2006. They have over 1 offices throughout the country.
TURTLE CREEK MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $3,541,418,573 assets under management, offering retirement planning & investment advisory services to 532 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140212 |
| SEC# | 801-66626 |
| Assets Managed by Firm | $3,541,418,573 |
| No. of Clients | 532 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 532 | $3,541,418,573 |
| High net worth individuals | 136 | $3,531,186,460 |
| Charitable organizations | Fewer than 5 clients | $5,565,235 |
| Corporations or other businesses | Fewer than 5 clients | $4,666,878 |
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