TORTOISE INDEX SOLUTIONS, LLC

TIS ADVISORS

OVERLAND PARK, Kansas·5 registered advisors·CRD# 213515

SEC# 801-962720913-981-1020

01

Firm Overview

AUM

$592M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (pooled investments)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at TORTOISE INDEX SOLUTIONS, LLC

5 registered advisors

Jeremy Michael Goff

LEAWOOD, Kansas

Kenneth Peter Malvey

LEAWOOD, Kansas

Paul Bradley Adams

LEAWOOD, Kansas

Terry Clyde Matlack

LEAWOOD, Kansas

Zachary Alan Hamel

LEAWOOD, Kansas

05

Office Locations

LEAWOOD, Kansas

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Data sourced from SEC Form ADV filings. TORTOISE INDEX SOLUTIONS, LLC (CRD# 213515) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.