$530.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
154 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2007
- Office Locations
- 1
Office Locations
-- Dallas TX
About Turtle Creek Wealthcare
Turtle Creek Wealthcare is a Farmers Branch-based RIA. The firm has been operating for 19 years. Managing $530.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
53 AVG AGE
$530.0K AVG AUM / ADVISOR
$3.4K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
DOUGLAS SCOTT SIMMANG
Financial Advisor, President
- CRD
- #3026890
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $530,000 | -- |
| Total | $530,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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