|
⚲
|
| Artemis Financial Advisors LLC
✚
| |
|---|---|
| CRD # | 146203 |
| SEC # | 801-110255 |
| CIK # | |
| AUM | $313.1 MM (2024-03-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 617-542-2420 |
| Address | 115 Newbury Street, Suite 302 Boston, MA 02116 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 98 | 313.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 407 | 313.1 |
| By Discretionary | ||
| Discretionary | 407 | 313.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 407 | 313.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.1 | |
| Total | 407 | 313.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Harbor Financial Group Inc
✚
|
CO | 0.3 |
|
Webb Advisors Incorporated
✚
|
MN | 0.3 |
|
Harlow Wealth Management Inc
✚
|
WA | 0.3 |
|
Elevate Wealth Advisory Inc
✚
|
GA | 0.3 |
|
Drake & Associates LLC
✚
|
WI | 0.3 |
|
WT Wealth Management LLC
✚
|
AZ | 0.3 |
|
Eagle Wealth Management Group Inc
✚
|
CA | 0.3 |
|
Parkview US LLC
✚
|
NY | 0.3 |
|
Yosemite Capital Management LLC
✚
|
CA | 0.3 |
|
CornerStone Planning LLC
✚
|
NC | 0.3 |