Turtle Creek Wealthcare

Turtle Creek Wealthcare (CRD# 142312) is a financial advisory firm headquartered in Dallas, TX. They manage $827,878 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $275,959
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Turtle Creek Wealthcare
Showing 1 - 1 of 1 top financial advisors.
1
Douglas S. Simmang
CRD#: 3026890
Dallas, TX
93
Wealthminder
score

Douglas Simmang (CRD# 3026890) is an Investment Advisor Representative working at Turtle Creek Wealthcare in Dallas, TX and has over 18 years of experience in the finance industry.

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