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Building 2ARTEMIS WEALTH ADVISORS, LLC

Map pinPORT WASHINGTON, NY
Phone212-838-9000
NotebookSEC #801-71019
Total AUM
$1.9B
Employees
9
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 SEAVIEW BOULEVARD
#102
PORT WASHINGTON
NY 11050
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-838-9000
Other Offices
1

ReceiptFinancials

Total AUM
$1.9B
Accounts
36
Discretionary
$1.1B
Accounts
35
Non-Discretionary
$772.3M
Accounts
1

ContactClients

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Individual Clients
10
AUM
$3.7M
HNW Individual Clients
10
AUM
$18.4M
Pooled Vehicle Clients
1
AUM
$15.1M
Charitable Organization Clients
3
AUM
$47.8M
Other Clients
10
AUM
$1.8B
Description of Other Clients
FAMILY OFFICES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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