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

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