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ARTIS ADVISORS, LLC
ARTIS ADVISORS, LLC
ARTIS ADVISORS
SAN MATEO, California
·
5 registered advisors
·
CRD# 159997
SEC# 801-73062
415-744-1424
01
Firm Overview
AUM
$12M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ARTIS ADVISORS, LLC
5 registered advisors
Mark H Rogers
BOSTON, Massachusetts
CRD# 1762836
Saro Joseph Picciotto
BOSTON, Massachusetts
CRD# 1912352
Steven David Hotovec
BOSTON, Massachusetts
CRD# 2250236
Thomas Legrande Olds
SAN MATEO, California
CRD# 6194246
Timothy Russell Jacobson
SAN MATEO, California
CRD# 4779221
05
Office Locations
BOSTON, Massachusetts
3 advisors
SAN MATEO, California
2 advisors
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Data sourced from SEC Form ADV filings. ARTIS ADVISORS, LLC (CRD# 159997) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.