Turtle Creek Trust Email Format

Financial ServicesTexas, United States11-50 Employees

Turtle Creek Trust is a financial services firm based in Dallas, Texas, specializing in investment advisory services. Turtle Creek Management, LLC operates independently, owned and managed by two principals, with no affiliation to any outside broker-dealer. As a registered investment adviser with the Securities and Exchange Commission, the firm follows fiduciary standards and has grown to manage more than $2.8 billion in assets.
In 2009, Turtle Creek Trust Company, LTA was established to provide trust services to high net-worth families and individuals, complementing investment management with professional fiduciary support as needed. The charter for TCTC is granted by the Texas Department of Banking, which serves as the primary regulator for its trust operations. This combination of advisory and trust services serves clients in the Dallas area seeking both investment management and fiduciary capabilities.

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