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RED TORTOISE

RED TORTOISE, LLC

CRD 282509 · SEC 801-112539

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5555 GLENRIDGE CONNECTOR, STE. 200, ATLANTA, GA, 30342, United States

Phone

(833) 666-1200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$382.3M

Discretionary AUM

$378.3M

Team

4 total employees; 4 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT CONSULTING SERVICES

Client types

TypeClientsAUM
Individuals21$19.0M
High net worth individuals57$317.3M
Corporations/business entities4$46.0M

States served

GA, TX, CT

All web addresses on file

Official SEC filing: View on IAPD