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Building 2ARTESA FINANCIAL GROUP

Map pinCONROE, TX
Phone936-760-2215
NotebookSEC #801-122111
Total AUM
$126.6M
Employees
4
Clients
329

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
COMMONWEALTH CENTRE
2040 N. LOOP 336 W. , STE. 227
CONROE
TX 77304
United States
Operating Hours
8:00AM - 5:00PM
BY APPOINTMENT ONLY
Phone
936-760-2215

ReceiptFinancials

Total AUM
$126.6M
Accounts
606
Discretionary
$126.6M
Accounts
606
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
267
AUM
$54.5M
HNW Individual Clients
62
AUM
$72.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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