Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > simi valley > TORTUGA ADVISERS LLC
TORTUGA ADVISERS LLC
2655 First Street
Suite 130
Simi Valley, California 93065-3737
Tel: 626-683-2200
About TORTUGA ADVISERS LLC
TORTUGA ADVISERS LLC, formally registered with the SEC as TORTUGA ADVISERS LLC. The firm was established in 11/18/2005. They have over 1 offices throughout the country.
TORTUGA ADVISERS LLC is a Simi Valley, California based Financial Planning firm with nearly $481,647,547 assets under management, offering retirement planning & investment advisory services to 40 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137514 |
| SEC# | 801-64857 |
| Assets Managed by Firm | $481,647,547 |
| No. of Clients | 40 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 40 | $481,647,547 |
| High net worth individuals | 39 | $449,720,704 |
| Charitable organizations | 1 | $31,926,843 |
More Retirement Planning firms in Simi Valley, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Simi Valley, California