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Tortoise Investment Management, LLC

Headquartered in WHITE PLAINS, NY

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Firm Information

Tortoise Investment Management, LLC is an investment management firm headquartered in WHITE PLAINS, NY. The firm provides financial planning and portfolio management services to individuals and high net worth individuals. Tortoise Investment Management, LLC manages approximately $1.46 billion in assets and has over 16 investment advisor representatives.

Tortoise Investment Management, LLC

2 WESTCHESTER PARK DRIVE

WHITE PLAINS, NY 10604

$1.46B

Assets Under Management

Not reported

Total Clients

14

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

Branch Locations (6)

TORTOISE INVESTMENT MANAGEMENT, LLC has a total of 6 branch locations across the country.
location

WHITE PLAINS, NY

location

NEW YORK, NY

location

STAMFORD, CT

location

WILLISTON PARK, NY

location

BROOKLYN, NY

location

ASTORIA, NY

Advisors at Tortoise Investment Management, LLC

View All 14 Advisors
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Tessa Mia Shore

RA

WHITE PLAINS, NY

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Claudia Violette Cantin

RA

WHITE PLAINS, NY

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Christopher John Rossetti

RA

WHITE PLAINS, NY

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Oleh Shostak

RA

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Andrea Remec Turley

RA

WHITE PLAINS, NY

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Andrew Chandler Barber

RA

WHITE PLAINS, NY

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Joseph Gene Rossetti

RA

WHITE PLAINS, NY

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Justin Scott Singer

RA

WHITE PLAINS, NY

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Disclosures

There are no public disclosures for Tortoise Investment Management, LLC.

Frequently Asked Questions (8)

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