Zachary Hamel (CRD# 4520510) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has 1 year of experience in the finance industry.
CRD# 4412753
Nextgen Wealth, LLC
Score
108
CRD# 1982523
Freedom Wealth Advisors, LLC
Score
102
CRD# 821456
Searcy Financial Services, Inc.
Score
105
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tortoise Capital Advisors | Leawood, KS | Nov 2002 - Current | 14 |
| Fountain Capital Management, LLC | Leawood, KS | Jun 1997 - Current | 20 |
- KS
- MO
-
Total Assets Under Management11,994MILLIONS
-
Total Number of Accounts997ACCOUNTS
-
Average Account Value$12,030,044
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SD, TN, TX, UT, VA, WA, WI
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