ARTESA FINANCIAL GROUP

Commonwealth Centre
2040 N. Loop 336 W. , Ste. 227
Conroe, Texas 77304
Tel: 936-760-2215

About ARTESA FINANCIAL GROUP

ARTESA FINANCIAL GROUP, formally registered with the SEC as ARTESA FINANCIAL GROUP. The firm was established in 08/18/2021. They have over 1 offices throughout the country.

ARTESA FINANCIAL GROUP is a Conroe, Texas based Financial Planning firm with nearly $94,780,627 assets under management, offering retirement planning & investment advisory services to 541 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153741
SEC#	801-122111
Assets Managed by Firm	$94,780,627
No. of Clients	541
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	541	$94,780,627
Individuals (other than high net worth individuals)	514	$62,060,893
High net worth individuals	27	$32,719,734

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