Red Tortoise

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

5555 Glenridge Connector Ste 200, Atlant...

Phone Number

(404) 667-0328

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Red Tortoise

Red Tortoise, LLC is an independent boutique investment counseling firm that specializes in providing goal-oriented, personalized investment advice tailored to individual clients. The firm focuses on managing money for individuals, emphasizing portfolio longevity and customization based on unique circumstances and tax considerations. As fiduciaries, they prioritize their clients' interests and operate on a fee-only compensation model, ensuring transparency and alignment with client goals. Red Tortoise encourages prospective clients to engage in the investment planning process to foster a collaborative relationship.Explore more
Red Tortoise's Social MediaPopular SearchesRed Tortoise LLCRed LLCRed Media LLCTortoise LLCZoha Red LLCSIC Code 62,628NAICS Code 52,523Show more

Red Tortoise Org Chart

PhoneEmail
GC
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Investment Strategist

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Pension and Investment Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Red Tortoise

<$5M
1-10
Private
-
2015
GC
George ChenInvestment Strategist
$13.4M
11-50
Private
-
1970
CD
Christopher DionInstitutional Investments Co-Chief Investment Officer
<$5M
11-50
Private
-
2019
MS
Michele StiffVice President & Chief Operating Officer
<$5M
1-10
Private
-
-
KC
Kristen CrouthamelFinancial Advisor
<$5M
1-10
Private
-
1988
BS
Belinda SheffieldChief Financial Officer
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Red Tortoise is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Red Tortoise is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Red Tortoise.

Red Tortoise Tech Stack

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Frequently Asked Questions Regarding Red Tortoise

What is Red Tortoise's official website?
Red Tortoise's official website is www.redtortoisellc.com
What is Red Tortoise's Revenue?
Red Tortoise's revenue is <$5 Million
What is Red Tortoise's SIC code?
Red Tortoise's SIC: 62,628
What is Red Tortoise's NAICS code?
Red Tortoise's NAICS: 52,523
How many employees does Red Tortoise have?
Red Tortoise has 1-10 employees
What industry does Red Tortoise belong to?
Red Tortoise is in the industry of: Finance, Securities Trading
What is Red Tortoise competition?
Red Tortoise top competitors include: GCSB Investment Center, Wealth Advisory Services, Botkin Family Wealth Management, The Asset Advisory Group
What technology does Red Tortoise use?
Some of the popular technologies that Red Tortoise uses are: WordPress.org, PHP, MailChimp, Google Font API
How do I contact Red Tortoise?
Red Tortoise contact info: Phone number: (404) 667-0328 Website: www.redtortoisellc.com
What does Red Tortoise do?

Red Tortoise, LLC is an independent boutique investment counseling firm that specializes in providing goal-oriented, personalized investment advice tailored to individual clients. The firm focuses on managing money for individuals, emphasizing portfolio longevity and customization based on unique circumstances and tax considerations. As fiduciaries... , they prioritize their clients' interests and operate on a fee-only compensation model, ensuring transparency and alignment with client goals. Red Tortoise encourages prospective clients to engage in the investment planning process to foster a collaborative relationship.Read More

What are Red Tortoise social media links?
Red Tortoise Linkedin page
Is Red Tortoise a public company?
Red Tortoise is private company therefore does not currently have an official ticker symbol
See more information about Red Tortoise

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