Turtle Creek Wealth Advisors

EST. AUM
$2,757,918,120

CONTACTS
6

CLIENT ACCOUNTS
1,435

Firm Details

Metro area Dallas
CRD Number 322998
Website turtlecreekwealth.com
Client types

Overview

Turtle Creek Wealth Advisors is a multi-family office based out of Dallas with additional offices in Austin and Houston and San Antonio. Greg Kalb is the Co-CIO alongside Jack Reilly. Most of the team came out of Texas Capital Bank. Greg is in Austin, and handles public markets. Within Equities, they mostly do SMA's and Direct Indexing and will do mostly passive or managers with lower tracking error. Much more active in Fixed Income, and have heavy exposure to muni managers. They'll also do some public BDCs and Interval strategies. Jack is currently building out private markets options.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Turtle Creek Wealth Advisors

Platform Details

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