Artesa Financial Group
Firm details
- Headquarters
- Conroe, Texas
- CRD number
- 153741
- Registered since
- August 18, 2021
- Website
- www.artesafinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.93%
- Individuals43.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Artesa Financial Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is individually owned and focuses on portfolio management for individuals, families and small businesses, charging fees based on a percentage of assets under management. Artesa does not identify as an ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or capital allocator. The firm lists an affiliation with an insurance company, which may influence product access or client service capabilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities18%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Christy Hayes
Chief Compliance OfficerCRD 6221370
Contacts
2 of 2
Frank Cannon
President & FounderCRD 2974282
Bobbi Cannon
Co-FounderCRD 4559595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$109M in ETFs
98%
$106M
2%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SEMICONDUCTORS ETF (PSI) | Invesco | Passive | Technology | $12.2M | 65,177 | 11.27% |
Location
Conroe, TX
Montgomery
Location
Conroe, TX
Headquartered in Conroe, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- Commonwealth Ctr Loop 336
- Time zone
- CT (UTC-6)
- Office locations
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