6363 College Boulevard
Suite 100a
Overland Park, Kansas 66211-1938
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 $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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$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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