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Terry Clyde Matlack

TORTOISE INDEX SOLUTIONS, LLC·LEAWOOD, Kansas
Unclaimed Profile
11550 ASH STREET, LEAWOOD, KS 66211CRD# 4603498Firm CRD# 213515
01

About

Terry Clyde Matlack is a registered financial advisor based in LEAWOOD, Kansas, affiliated with TORTOISE INDEX SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
TORTOISE INDEX SOLUTIONS, LLC
TIS ADVISORS
AUM
$592M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TORTOISE INDEX SOLUTIONS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4603498
Firm CRD# 213515
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terry Clyde Matlack offer?
Terry Clyde Matlack specializes in Investment Management, Fee-Only Advisory. Contact their office in LEAWOOD, Kansas for a consultation.
What are Terry Clyde Matlack's credentials?
Terry Clyde Matlack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Clyde Matlack located?
Terry Clyde Matlack is based in LEAWOOD, Kansas, working with TORTOISE INDEX SOLUTIONS, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Terry Clyde Matlack charge for services?
Terry Clyde Matlack's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TORTOISE INDEX SOLUTIONS, LLC?
TORTOISE INDEX SOLUTIONS, LLC has approximately 2 employees and manages $592M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Steven Kenneth Braun — COGNIOS CAPITAL, LLCMatthew Allen Striegel — THE RETIREMENT PLANNING GROUP, LLCKelly Brian Rorie — LOGIA PORTFOLIO MANAGEMENT, LLCPaul Bradley Adams — TORTOISE INDEX SOLUTIONS, LLCJohn Gerard Brandmeyer — COGNIOS CAPITAL, LLC
Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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