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Building 2TURTLE CREEK TRUST

Map pinDALLAS, TX
Phone214.468.0100
NotebookSEC #801-66626
Total AUM
$4.3B
Employees
10
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3838 OAK LAWN AVE
SUITE 1650
DALLAS
TX 75219
United States
Operating Hours
8:15AM-4:45PM
Monday - Friday
Phone
214.468.0100

ReceiptFinancials

Total AUM
$4.3B
Accounts
559
Discretionary
$1.6B
Accounts
465
Non-Discretionary
$2.7B
Accounts
94

ContactClients

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Individual Clients
5
AUM
$1.7M
HNW Individual Clients
96
AUM
$4.2B
Charitable Organization Clients
1
AUM
$38M
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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