ARTEMIS FINANCIAL ADVISORS LLC
Legal name: ARTEMIS FINANCIAL ADVISORS
CRD #146203 SEC #801-110255 BOSTON, MA 617-542-2420
SEC Registered
Total AUM
$313.1M
Discretionary
$313.1M
Employees
4
Clients
26
Accounts
407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $313.1M | $313.1M | $0 | 4 | 20 |
| Mar 2024 | $313.1M | $313.1M | $0 | 4 | 20 |
| Aug 2023 | $224.8M | $224.8M | $0 | 5 | 45 |
| Mar 2023 | $224.8M | $224.8M | $0 | 5 | 45 |
| Jan 2023 | $265.4M | $265.4M | $0 | 4 | 20 |
| Jul 2022 | $265.4M | $265.4M | $0 | 4 | 20 |
| Mar 2022 | $265.4M | $265.4M | $0 | 4 | 20 |
| Aug 2021 | $218.4M | $218.4M | $0 | 4 | 20 |
| Mar 2021 | $218.4M | $218.4M | $0 | 4 | 20 |
| Mar 2021 | $219M | $219M | $0 | 4 | 20 |
| Jun 2020 | $160.4M | $160.4M | $0 | 3 | 15 |
| Jun 2020 | $160.4M | $160.4M | $0 | 3 | 15 |
| Mar 2020 | $160.4M | $160.4M | $0 | 3 | 15 |
| Sep 2019 | $126.9M | $126.9M | $0 | 4 | 15 |
| Mar 2019 | $126.9M | $126.9M | $0 | 4 | 15 |
| Mar 2019 | $126.9M | $126.9M | $0 | 4 | 15 |
| Sep 2018 | $132M | $132M | $0 | 4 | 15 |
| Mar 2018 | $133.2M | $126M | $7.2M | 4 | 15 |
| Aug 2017 | $105.8M | $100.1M | $5.7M | 3 | 26 |
| Jul 2017 | $105.8M | $100.1M | $5.7M | 3 | 26 |
| Mar 2017 | $105.8M | $100.1M | $5.7M | 3 | 26 |
| Mar 2012 | $50M | $50M | $0 | 1 | 26 |
| Mar 2012 | $50M | $50M | $0 | 1 | 26 |
| Feb 2012 | $50M | $50M | $0 | 1 | 26 |
| Nov 2011 | $99M | $99M | $0 | 1 | 26 |
| Mar 2011 | $101M | $101M | $0 | 5 | -- |
| Jan 2011 | $41.1M | $41.1M | $0 | 5 | -- |
DateApr 2024
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees4
Clients20
DateMar 2024
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees4
Clients20
DateAug 2023
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees5
Clients45
DateMar 2023
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees5
Clients45
DateJan 2023
Total AUM$265.4M
Discretionary$265.4M
Non-Disc.$0
Employees4
Clients20
DateJul 2022
Total AUM$265.4M
Discretionary$265.4M
Non-Disc.$0
Employees4
Clients20
DateMar 2022
Total AUM$265.4M
Discretionary$265.4M
Non-Disc.$0
Employees4
Clients20
DateAug 2021
Total AUM$218.4M
Discretionary$218.4M
Non-Disc.$0
Employees4
Clients20
DateMar 2021
Total AUM$218.4M
Discretionary$218.4M
Non-Disc.$0
Employees4
Clients20
DateMar 2021
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees4
Clients20
DateJun 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees3
Clients15
DateJun 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees3
Clients15
DateMar 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees3
Clients15
DateSep 2019
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees4
Clients15
DateMar 2019
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees4
Clients15
DateMar 2019
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees4
Clients15
DateSep 2018
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees4
Clients15
DateMar 2018
Total AUM$133.2M
Discretionary$126M
Non-Disc.$7.2M
Employees4
Clients15
DateAug 2017
Total AUM$105.8M
Discretionary$100.1M
Non-Disc.$5.7M
Employees3
Clients26
DateJul 2017
Total AUM$105.8M
Discretionary$100.1M
Non-Disc.$5.7M
Employees3
Clients26
DateMar 2017
Total AUM$105.8M
Discretionary$100.1M
Non-Disc.$5.7M
Employees3
Clients26
DateMar 2012
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees5
Clients--