Artis Advisors, LLC is a related adviser based in San Mateo. It manages $12.18 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Massachusetts.
Artis Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Artis Advisors, LLC is $12.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Artis Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Eric Paul Bertonazzi has been acting as President since 1 Apr 1999. Timothy Russell Jacobson joined the executive team most recently as the President And Chief Compliance Officer.
The principal office where Artis Advisors, LLC performs its advisory services is located at 777 Mariners Island Blvd, San Mateo, CA 94404, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-744-1424 or by fax 650-240-2200. The normal business hours are 6:30am - 5:00pm pacific time on Monday - Friday.