TORTOISE INVESTMENT MANAGEMENT, LLC

2 Westchester Park Drive
Suite 215
White Plains, New York 10604
Tel: 914-686-0024

About TORTOISE INVESTMENT MANAGEMENT, LLC

TORTOISE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as TORTOISE INVESTMENT MANAGEMENT, LLC. The firm was established in 01/13/2006. They have over 15 offices throughout the country.

TORTOISE INVESTMENT MANAGEMENT, LLC is a White Plains, New York based Financial Planning firm with nearly $1,461,211,898 assets under management, offering retirement planning & investment advisory services to 2685 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128723
SEC#	801-65160
Assets Managed by Firm	$1,461,211,898
No. of Clients	2685
No. of Advisors	18

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2685	$1,461,211,898
Individuals (other than high net worth individuals)	149	$60,344,553
High net worth individuals	309	$1,395,057,508
Pension and profit sharing plans	Fewer than 5 clients	$5,809,837

More Retirement Planning firms in White Plains, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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