5901 College Boulevard
Suite 400
Overland Park, Kansas 66211-1861
Tel: (913) 981-1020
TORTOISE CAPITAL ADVISORS, LLC, formally registered with the SEC as TORTOISE CAPITAL ADVISORS, LLC. The firm was established in 11/22/2002. They have over 1 offices throughout the country.
TORTOISE CAPITAL ADVISORS, L.L.C. is a Overland Park, Kansas based Financial Planning firm with nearly $6,906,161,911 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 54 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 123711 |
SEC# | 801-61622 |
Assets Managed by Firm | $6,906,161,911 |
No. of Clients | 359 |
No. of Advisors | 54 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 359 | $6,906,161,911 |
Individuals (other than high net worth individuals) | 3 | $515,852 |
High net worth individuals | 256 | $399,154,237 |
Pension and profit sharing plans | 1 | $9,443,779 |
Charitable organizations | 16 | $189,088,653 |
Corporations or other businesses | 47 | $152,601,534 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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