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| Happy Holidays!! thanks for using AUM13F!! |
| Artifex Financial Group LLC
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|---|---|
| CRD # | 140643 |
| SEC # | 801-112759 |
| CIK # | |
| AUM | $282.0 M (2025-03-19) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 855-752-6644 |
| Address | 2305 Far Hills Avenue Oakwood, OH 45419 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 51.5 |
| (b) Individuals (high net worth individuals) | 114 | 218.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 917 | 282.0 |
| By Discretionary | ||
| Discretionary | 917 | 282.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 917 | 282.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.0 | |
| Total | 917 | 282.0 |
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|---|---|---|
|
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✚
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DE | 0.3 |
|
Theory Financial LLC
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CO | 0.3 |
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Latko Wealth Management Ltd
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IL | 0.3 |
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Western Financial Corporation
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CA | 0.3 |
|
Ayrshire Capital Management LLC
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CT | 0.3 |
|
Tower View Wealth Management LLC
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|
0.3 | |
|
Luminvest Wealth Management LLC
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|
0.3 | |
|
Creegan & Nassoura Financial Group LLC
✚
|
NH | 0.3 |
|
Provider Financial Inc
✚
|
IN | 0.3 |