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Artica Financial Services LLC

Artica Financial Services LLC. CRD 314987

Artica Financial Services LLC logo

CRD: 314987

Artica Financial Services LLC

$27.6M Total AUM
$20.3M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist · SSG · Vanguard
Clients
Retail
Established Date
12-22-2021
Office Locations
1

Office Locations

3400 Spenard Road Suite 216 Anchorage AK

About Artica Financial Services LLC

Artica Financial Services is an Anchorage, Alaska RIA providing customized financial planning through its Roadmap Project, specialized divorce planning, and ongoing planning and investment management. The firm serves retail clients including business owners and retirees, building diversified portfolios using ETFs and mutual funds with an asset-allocation focus. Custody relationships include Altruist and Vanguard.

Reported data analysis

What the numbers show

Of the latest reported AUM, 73.4% is discretionary and 26.6% is non-discretionary.

The firm reports 1 advisory representatives and 36 clients, or 36 clients per representative. That equates to $767.7K in reported AUM per client.

The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

32 AVG AGE
$27.6M AVG AUM / ADVISOR
$767.7K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Industry Interests
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services
  • Technology

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Owner & Executives

Kassi Marissa Fetters

Kassi Marissa Fetters

Partner

CRD
#7323252
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $20,276,221 --
Non-Discretionary $7,360,128 --
Total $27,636,349 --

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Separately Managed Accounts

SMA allocation detail is available

Artica Financial Services LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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