Overview
Assets Under Management: $233 million
Headquarters: OAKWOOD, OH
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Frequently Asked Questions
ARTIFEX FINANCIAL GROUP, LLC 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 #140643), ARTIFEX FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
ARTIFEX FINANCIAL GROUP, LLC is headquartered in OAKWOOD, OH.
ARTIFEX FINANCIAL GROUP, LLC serves 114 high-net-worth clients according to their SEC filing dated August 02, 2024. View client details ↓
According to their SEC Form ADV, ARTIFEX FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ARTIFEX FINANCIAL GROUP, LLC manages $233 million in client assets according to their SEC filing dated August 02, 2024.
According to their SEC Form ADV, ARTIFEX FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
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