Artemis Financial Advisors LLC

Artemis Financial Advisors LLC (CRD# 146203) is a financial advisory firm headquartered in , . They manage $105,810,287 in 198 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $534,395
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Artemis Financial Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Elizabeth L. Bivings
CRD#: 5486919
Boston, MA
96
Wealthminder
score

Elizabeth Bivings (CRD# 5486919) is an Investment Advisor Representative working at Artemis Financial Advisors LLC in Boston, MA and has over 10 years of experience in the finance industry. Elizabeth Bivings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kathleen McQuiggan
CRD#: 2078730
Boston, MA
93
Wealthminder
score

Kathleen McQuiggan (CRD# 2078730) is an Investment Advisor Representative working at Artemis Financial Advisors LLC in Boston, MA and has over 25 years of experience in the finance industry.

3
Karen E. Parker Feld
CRD#: 3032396
Boston, MA
93
Wealthminder
score

Karen Parker Feld (CRD# 3032396) is an Investment Advisor Representative working at Artemis Financial Advisors LLC in Boston, MA and has over 9 years of experience in the finance industry.

4
Andrew J. Cayer
CRD#: 6849926
Boston, MA
90
Wealthminder
score

Andrew Cayer (CRD# 6849926) is an Investment Advisor Representative working at Artemis Financial Advisors LLC in Boston, MA and has 1 year of experience in the finance industry. Andrew Cayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Charlotte L. Malone
CRD#: 6467283
Boston, MA
89
Wealthminder
score

Charlotte Malone (CRD# 6467283) is an Investment Advisor Representative working at Artemis Financial Advisors LLC in Boston, MA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.