Unclaimed Profile

Thomas Legrande Olds

ARTIS ADVISORS, LLC·SAN MATEO, California

Clean recordARTIS ADVISORS, LLC

777 MARINERS ISLAND BLVD, SAN MATEO, CA 94404CRD# 6194246Firm CRD# 159997

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Legrande Olds · SAN MATEO, CA

Registration

CRD #6194246 · ARTIS ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ARTIS ADVISORS, LLC

ARTIS ADVISORS

AUM

$12M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6194246

Firm CRD# 159997

View on FINRA BrokerCheck →

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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.

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