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).
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Total Assets Under Management357MILLION
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Total Number of Accounts270ACCOUNTS
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Average Account Value$1,323,921
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CT, GA, TX
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.
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.
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.
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.