AdvisorOS Directory
Claim Profile
TO

Thomas Legrande Olds

ARTIS ADVISORS, LLC·SAN MATEO, California
Unclaimed Profile
777 MARINERS ISLAND BLVD, SAN MATEO, CA 94404CRD# 6194246Firm CRD# 159997
01

About

Thomas Legrande Olds is a registered financial advisor based in SAN MATEO, California, affiliated with ARTIS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ARTIS ADVISORS, LLC
ARTIS ADVISORS
AUM
$12M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ARTIS ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6194246
Firm CRD# 159997
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN MATEO?

Browse all registered financial advisors in SAN MATEO, California or claim this profile if it's yours.

Browse SAN MATEO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas Legrande Olds offer?
Thomas Legrande Olds specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN MATEO, California for a consultation.
What are Thomas Legrande Olds's credentials?
Thomas Legrande Olds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Legrande Olds located?
Thomas Legrande Olds is based in SAN MATEO, California, working with ARTIS ADVISORS, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Thomas Legrande Olds charge for services?
Thomas Legrande Olds's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARTIS ADVISORS, LLC?
ARTIS ADVISORS, LLC has approximately 5 employees and manages $12M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN MATEO
Robert Stephen Randleman — SUMERU EQUITY PARTNERS, L.P.Jason Ethan Babcoke — SUMERU EQUITY PARTNERS, L.P.John Desmond Brennan — SUMERU EQUITY PARTNERS, L.P.Paul Nmn Mercadante — SUMERU EQUITY PARTNERS, L.P.Kyle Trivitt Ryland — SUMERU EQUITY PARTNERS, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile