Red Tortoise

Red Tortoise (CRD# 282509) is a financial advisory firm headquartered in Atlanta, GA. They manage $357,458,593 in 270 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $1,323,921
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, GA, TX

Financial Advisors at Red Tortoise
Showing 1 - 4 of 4 top financial advisors.
1
George Chen
CRD#: 3070134
Decatur, GA

George Chen (CRD# 3070134) is an Investment Advisor Representative working at Red Tortoise in Decatur, GA and has over 25 years of experience in the finance industry.

2
Howard M. Fleming
CRD#: 1705075
5555 Glenridge Connector, Ste. 200, Atlanta, GA 30342

Howard Fleming (CRD# 1705075) is an Investment Advisor Representative working at Red Tortoise in Atlanta, GA and has over 28 years of experience in the finance industry.

3
Rex P. Macey
CRD#: 1781700
5555 Glenridge Connector, Ste. 200, Atlanta, GA 30342

Rex Macey (CRD# 1781700) is an Investment Advisor Representative working at Red Tortoise in Atlanta, GA and has over 36 years of experience in the finance industry.

4
William G. McVay
CRD#: 718549
5555 Glenridge Connector, Ste. 200, Atlanta, GA 30342

William McVay (CRD# 718549) is an Investment Advisor Representative working at Red Tortoise in Atlanta, GA and has over 40 years of experience in the finance industry.

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