Investment adviser · CRD 283944
ARTISAN TRUST, LLC
Investment adviser filing (IA)
ARTISAN TRUST OF SOUTHWEST FLORIDA LLC
NAPLES, FL, United States · Form ADV filed May 23, 2016
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
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: May 23, 2016. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
8625 TAMIAMI TRAIL NORTHNAPLES, FL, 34108, United States
CRD 283944
Filing source
Form ADV 1019890 · May 23, 2016 · 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.