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 a limited liability company. The firm is SEC-registered (2021) and is owned by an individual. Its client focus is individuals and families, with portfolio management services targeted at individuals and small businesses. Compensation is charged as a percentage of assets under management. Artesa does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator; the firm also lists an industry affiliation with an insurance company.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$109M in ETFs
98%
$107M
2%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $10.3M | 122,673 | 9.44% |
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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