RED TORTOISE

5555 Glenridge Connector
Ste. 200
Atlanta, Georgia 30342
Tel: (833) 666-1200

About RED TORTOISE

RED TORTOISE, formally registered with the SEC as RED TORTOISE. The firm was established in 03/01/2018. They have over 5 offices throughout the country.

RED TORTOISE is a Atlanta, Georgia based Financial Planning firm with nearly $357,458,593 assets under management, offering retirement planning & investment advisory services to 270 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282509
SEC#	801-112539
Assets Managed by Firm	$357,458,593
No. of Clients	270
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	270	$357,458,593
Individuals (other than high net worth individuals)	20	$28,065,910
High net worth individuals	43	$220,073,290
Charitable organizations	1	$66,765,757
Corporations or other businesses	4	$42,553,636

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