Artha Investments L.L.C.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Washington, District of Columbia
CRD number
341518
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Artha Investments L.L.C. is an owner-operated limited liability company registered at the state level in Washington, D.C. The firm provides portfolio management services targeted at individual investors and small businesses. Its advisory engagement is fee-based, billed as a percentage of assets under management. Regulatory and service descriptors in the available data indicate a compact, locally focused practice: the firm is not designated as a multi-state adviser, does not act as a capital allocator, and is not listed as a pension consultant or related adviser. The firm is not identified as an active ESG investor.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Gigi Mathews

    Gigi Mathews

    Investment OfficerCRD 8251103

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
District Of Columbia
Address
80 M St Se
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth