ARTIFEX FINANCIAL GROUP, LLC

2305 Far Hills Avenue
Suite 206
Oakwood, Ohio 45419
Tel: 855-752-6644

About ARTIFEX FINANCIAL GROUP, LLC

ARTIFEX FINANCIAL GROUP, LLC, formally registered with the SEC as ARTIFEX FINANCIAL GROUP, LLC. The firm was established in 04/02/2018. They have over 3 offices throughout the country.

ARTIFEX FINANCIAL GROUP, LLC is a Oakwood, Ohio based Financial Planning firm with nearly $232,921,098 assets under management, offering retirement planning & investment advisory services to 1004 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140643
SEC#	801-112759
Assets Managed by Firm	$232,921,098
No. of Clients	1004
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	1004	$232,921,098
Individuals (other than high net worth individuals)	157	$59,515,493
High net worth individuals	67	$164,557,974
Pension and profit sharing plans	6	$8,847,631

More Retirement Planning firms in Oakwood, Ohio:

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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