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Howard Mcmonagle Fleming

RED Tortoise

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About Howard Mcmonagle Fleming

Howard Mcmonagle Fleming is an Investment Advisor Representative who has been in the industry since 1995. Howard is currently registered with RED Tortoise in Georgia and Texas. Howard specializes in providing financial planning, investment consulting, and portfolio management services to a diverse clientele including high net worth individuals, corporations, and charitable organizations. Howard is a Certified Financial Planner and a Chartered Financial Analyst. Howard is a dedicated professional with extensive experience in wealth management, providing personalized and customized financial solutions to help clients achieve their financial goals.

Firm Information

Howard Fleming is currently registered with RED Tortoise. 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.

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Howard Fleming’s Registration & Firm History

GA

09/11/2019 - Present

RED Tortoise (ATLANTA GA)

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Licenses & Designations

IA

Issued 09/06/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/15/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Mcmonagle Fleming.
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