Overview
Assets Under Management: $127 million
Headquarters: CONROE, TX
High-Net-Worth Clients: 62
Average Client Assets: $1.2 million
Frequently Asked Questions
ARTESA FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153741), ARTESA FINANCIAL GROUP is subject to fiduciary duty under federal law.
ARTESA FINANCIAL GROUP is headquartered in CONROE, TX.
ARTESA FINANCIAL GROUP serves 62 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ARTESA FINANCIAL GROUP offers portfolio management for individuals. View all service details ↓
ARTESA FINANCIAL GROUP manages $127 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ARTESA FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.93%
Average Client Assets: $1.2 million
Total Client Accounts: 606
Discretionary Accounts: 606
Regulatory Filings
CRD Number: 153741
Filing ID: 2050061
Last Filing Date: 2026-03-31 16:44:26