Overview
Assets Under Management: $313 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 98
Average Client Assets: $3.2 million
Frequently Asked Questions
ARTEMIS FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146203), ARTEMIS FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
ARTEMIS FINANCIAL ADVISORS is headquartered in BOSTON, MA.
ARTEMIS FINANCIAL ADVISORS serves 98 high-net-worth clients according to their SEC filing dated April 04, 2024. View client details ↓
According to their SEC Form ADV, ARTEMIS FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
ARTEMIS FINANCIAL ADVISORS manages $313 million in client assets according to their SEC filing dated April 04, 2024.
According to their SEC Form ADV, ARTEMIS FINANCIAL ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $3.2 million
Total Client Accounts: 407
Discretionary Accounts: 407
Regulatory Filings
CRD Number: 146203
Filing ID: 1863353
Last Filing Date: 2024-04-04 13:41:00