ARTISAN TRUST OF SOUTHWEST FLORIDA LLC
Legal name: ARTISAN TRUST, LLC
CRD #283944 SEC #801-107882 NAPLES, FL 239-325-3108
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 23, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, KEVIN, OMAR | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KEVIN, OMAR | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ARTISAN TRUST LLC | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| ARTISAN TRUST LLC | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, KEVIN, OMAR | I | ARTISAN TRUST LLC | F | Control |
| WILLIAMS, KEVIN, OMAR | I | ARTISAN TRUST LLC | F | Control |
Registrations
Federal
IA
May 23, 2016 REGISTERED
Notice Filings (1)
FL
Address
8625 TAMIAMI TRAIL NORTHNAPLES, FL 34108
United States
Phone: 239-325-3108