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Gregory Scott Kalb

Co-Chief Investment Officer, Elected ManagerTurtle Creek Wealth Advisors, LLCCRD 4485983

About Gregory Scott Kalb

Gregory Scott Kalb is listed as Co-Chief Investment Officer, Elected Manager at Turtle Creek Wealth Advisors, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Turtle Creek Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory Scott Kalb work?

Gregory Scott Kalb is listed as Co-Chief Investment Officer, Elected Manager at Turtle Creek Wealth Advisors, LLC on SEC Form ADV.

How much of Turtle Creek Wealth Advisors, LLC does Gregory Scott Kalb own?

Form ADV reports a beneficial ownership band of Under 5%.

Turtle Creek Wealth Advisors, LLC

TitleCo-Chief Investment Officer, Elected Manager
OwnershipUnder 5%
Control personYes
Since2022
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