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RED Tortoise

Headquartered in ATLANTA, GA

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Firm Information

RED Tortoise is an investment advisory firm based in Atlanta, Georgia. The firm offers portfolio management services to individuals, businesses, and charitable organizations. RED Tortoise also provides financial planning services. As of December 31, 2022, the firm manages approximately $357,458,593 in assets for 270 clients.

RED Tortoise

5555 GLENRIDGE CONNECTOR

ATLANTA, GA 30342

$357.46M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

RED TORTOISE has a total of 4 branch locations across the country.
location

Decatur, GA

location

ATLANTA, GA

location

Sandy Springs, GA

location

Smyrna, GA

Advisors at RED Tortoise

View All 4 Advisors
Unclaimed
William Gale McVay

CFP®, CFC®, RA

ATLANTA, GA

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Unclaimed
Howard Mcmonagle Fleming

CFP®, CFA®, RA

ATLANTA, GA

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Unclaimed
Rex Phillip MacEy

CFP®, CFA®, RA

ATLANTA, GA

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Unclaimed
George Chen

CFA®, RA

Decatur, GA

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Disclosures

There are no public disclosures for RED Tortoise.

Frequently Asked Questions (8)

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