Investment adviser · CRD 146203
ARTEMIS FINANCIAL ADVISORS
Investment adviser filing (IA)
ARTEMIS FINANCIAL ADVISORS LLC
BOSTON, MA, United States · Form ADV filed Apr 4, 2024
- Regulatory AUM
- $313M Form ADV · Item 5.F
- Client accounts
- 407 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 98 | $313,137,747 | 100.0% |
| Individuals | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1863353 · Apr 4, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 4, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
115 NEWBURY STREET, SUITE 302BOSTON, MA, 02116, United States
CRD 146203
Filing source
Form ADV 1863353 · Apr 4, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.