Red Tortoise is an investment advisor in Atlanta with $267.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
475675766
SEC advisor number
801-112539
FINRA CRD number
282509
AUM ?
$357.46 mm
(as of 15 Mar 24)
Accounts
270
(as of 15 Mar 24)
Employees
4
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22