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Home > Retirement Planners > texas > conroe > ARTESA FINANCIAL GROUP
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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