Tortoise Investment Management, LLC

Tortoise Investment Management, LLC (CRD# 128723) is a financial advisory firm headquartered in White Plains, NY. They manage $612,869,715 in 1,875 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    613
    MILLION
  • Total Number of Accounts
    1,875
    ACCOUNTS
  • Average Account Value
    $326,864
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, MA, MD, NJ, NY, TX, VA

Financial Advisors at Tortoise Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ian J. Yankwitt
CRD#: 4717070
2 Westchester Park Drive, Suite 215, White Plains, NY 10604
90
Wealthminder
score

Ian Yankwitt (CRD# 4717070) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has over 4 years of experience in the finance industry.

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