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Building 2TORTUGA ADVISERS LLC

Map pinSIMI VALLEY, CA
Phone626-683-2200
NotebookSEC #801-64857
Total AUM
$563.5M
Employees
1
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2655 FIRST STREET
SUITE 130
SIMI VALLEY
CA 93065-3737
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
626-683-2200

ReceiptFinancials

Total AUM
$563.5M
Accounts
40
Discretionary
$563.5M
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
39
AUM
$528.2M
Charitable Organization Clients
1
AUM
$35.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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