Turtle Creek Management, LLC

Turtle Creek Management, LLC (CRD# 140212) is a financial advisory firm headquartered in Dallas, TX. They manage $3,176,442,691 in 505 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,176
    MILLION
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $6,289,986
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, TX

Financial Advisors at Turtle Creek Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Philip C. Kistler
CRD#: 2546664
3838 Oak Lawn Ave, Suite 1650, Dallas, TX 75219

Philip Kistler (CRD# 2546664) is an Investment Advisor Representative working at Turtle Creek Management, LLC in Dallas, TX and has over 29 years of experience in the finance industry.

2
Richard C. Knocke
CRD#: 2586086
2626 Cole Avenue, Suite 705, Dallas, TX 75204

Richard Knocke (CRD# 2586086) is an Investment Advisor Representative working at Turtle Creek Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

3
Mark E. Lanyon
CRD#: 2902878
3838 Oak Lawn Ave, Suite 1650, Dallas, TX 75219

Mark Lanyon (CRD# 2902878) is an Investment Advisor Representative working at Turtle Creek Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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