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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- Custodian
- Altruist · SSG · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
32 AVG AGE
$27.6M AVG AUM / ADVISOR
$767.7K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Kassi Marissa Fetters
Partner
- CRD
- #7323252
- Ownership
- 75% or more
Available
Available
Available
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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
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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