TORTOISE CAPITAL ADVISORS, L.L.C.

6363 College Boulevard
Suite 100a
Overland Park, Kansas 66211-1938
Tel: (913) 981-1020

About TORTOISE CAPITAL ADVISORS, L.L.C.

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 $7,253,089,278 assets under management, offering retirement planning & investment advisory services to 384 clients. The firm is staffed with 71 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123711
SEC#	801-61622
Assets Managed by Firm	$7,253,089,278
No. of Clients	384
No. of Advisors	71

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	384	$7,253,089,278
Individuals (other than high net worth individuals)	6	$1,692,763
High net worth individuals	284	$389,576,168
Pension and profit sharing plans	2	$17,091,622
Charitable organizations	13	$155,689,150
Corporations or other businesses	32	$143,833,141

Inquire with TORTOISE CAPITAL ADVISORS, L.L.C.

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$155,328,127,625	222474	1165
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$89,148,595,824	25199	550
MARINER WEALTH ADVISORS 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$65,874,566,238	112465	1465
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$21,800,698,476	177044	571
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$20,767,599,397	148	48

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