Overview
Assets Under Management: $233 million
Headquarters: OAKWOOD, OH
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.41
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,004
Discretionary Accounts: 1,004
Regulatory Filings
CRD Number: 140643
Last Filing Date: 2024-08-02 00:00:00
Website: https://artifexfinancial.com