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Artifex Financial Group LLC
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CRD # | 140643 |
SEC # | 801-112759 |
CIK # | |
AUM | $202.6 MM (2023-03-30) |
Employees | 7 (86% Investors, 0% Brokers) |
Phone | 855-752-6644 |
Address | 2305 Far Hills Avenue Oakwood, OH 45419 |
Source | [IAPD] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 157 | 58.9 |
(b) Individuals (high net worth individuals) | 71 | 136.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 6 | 7.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,177 | 202.6 |
By Discretionary | ||
Discretionary | 1,177 | 202.6 |
Non-Discretionary | 0 | 0.0 |
Total | 1,177 | 202.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 202.6 | |
Total | 1,177 | 202.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
American Planning Services Inc
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|
FL | 0.2 |
Buttonwood Financial Advisors Inc
✚
|
MD | 0.2 |
Cherry Creek Investment Advisors Inc
✚
|
CO | 0.2 |
Burrus Financial Services Inc
✚
|
UT | 0.2 |
Valor Financial Services LLC
✚
|
TN | 0.2 |
New England Financial Planning Group LLC
✚
|
MA | 0.2 |
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 0.2 |
Total Wealth Advisors LLC
✚
|
MN | 0.2 |
Wela Strategies Inc
✚
|
GA | 0.2 |
Compton Capital Management Inc
✚
|
RI | 0.2 |