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).
Total Assets Under Management613MILLION
Total Number of Accounts1,875ACCOUNTS
Average Account Value$326,864
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, DC, FL, MA, MD, NJ, NY, TX, VA
Ian Yankwitt (CRD# 4717070) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has over 5 years of experience in the finance industry.