Tortoise Capital Advisors, LLC
Tortoise Capital Advisors, LLC (CRD# 123711) is a financial advisory firm headquartered in Overland Park, KS. They manage $7,253,089,278 in 384 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management7,253MILLION
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Total Number of Accounts384ACCOUNTS
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Average Account Value$18,888,253
- A percentage of assets under your management
- Performance-based fees
- 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
AZ, CA, CT, FL, GA, IA, IL, KS, LA, MA, MO, NE, NH, NJ, NY, OH, OK, PA, TX, WA
Harold Birzer (CRD# 1410255) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has over 38 years of experience in the finance industry.
Brian Kessens (CRD# 4848630) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Overland Park, KS and has over 19 years of experience in the finance industry.
James Mick (CRD# 6193526) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Overland Park, KS and has 1 year of experience in the finance industry.
Stephen Pang (CRD# 4675617) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Overland Park, KS and has over 16 years of experience in the finance industry.
Matthew Sallee (CRD# 6193390) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Overland Park, KS and has 1 year of experience in the finance industry.
Robert Thummel (CRD# 6193281) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.