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Building 2ARTIFEX FINANCIAL GROUP, LLC

Map pinOAKWOOD, OH
Phone855-752-6644
NotebookSEC #801-112759
Total AUM
$328.7M
Employees
5
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2305 FAR HILLS AVENUE
SUITE 206
OAKWOOD
OH 45419
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
855-752-6644
Other Offices
2

ReceiptFinancials

Total AUM
$328.7M
Accounts
967
Discretionary
$328.6M
Accounts
966
Non-Discretionary
$121.3K
Accounts
1

ContactClients

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Individual Clients
197
AUM
$63.4M
HNW Individual Clients
114
AUM
$248.6M
Pension/Profit Sharing Plan Clients
7
AUM
$14.5M
Corporation or Business Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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