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Building 2ARTEMIS FINANCIAL ADVISORS

Map pinBOSTON, MA
Phone617-542-2420
NotebookSEC #801-110255
Total AUM
$313.1M
Employees
4
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 NEWBURY STREET, SUITE 302
BOSTON
MA 02116
United States
Operating Hours
9:00-5:00PM
Monday - Friday
Phone
617-542-2420

ReceiptFinancials

Total AUM
$313.1M
Accounts
407
Discretionary
$313.1M
Accounts
407
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
98
AUM
$313.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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