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TORTOISE INVESTMENT MANAGEMENT, LLC
TORTOISE INVESTMENT MANAGEMENT, LLC
WHITE PLAINS, New York
·
7 registered advisors
·
CRD# 128723
SEC# 801-65160
14
914-686-0024
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at TORTOISE INVESTMENT MANAGEMENT, LLC
7 registered advisors
Ian Jeffrey Yankwitt
WHITE PLAINS, New York
CRD# 4717070
Justin Scott Singer
WHITE PLAINS, New York
CRD# 4706954
Livia Ramirez Smith
WHITE PLAINS, New York
CRD# 5821377
Michael Terrence Mattern
WHITE PLAINS, New York
CRD# 4709707
Randal Ian Goldstein
WHITE PLAINS, New York
CRD# 2855944
Riva Beth Roloff
WHITE PLAINS, New York
CRD# 3096271
Rochelle Halpern Yankwitt
WHITE PLAINS, New York
CRD# 7244102
05
Office Locations
WHITE PLAINS, New York
7 advisors
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Data sourced from SEC Form ADV filings. TORTOISE INVESTMENT MANAGEMENT, LLC (CRD# 128723) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.