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 LLC is an individually owned advisory firm that registered with the SEC in 2021 and focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and reports a client base concentrated on individuals and families. It does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not serve as a capital allocator. Artesa 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
1 of 1CHRISTY HAYES
Chief Compliance OfficerCRD 6221370
Contacts
2 of 2FRANK 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 39Active vs passive
$89.1M in ETFs
98%
$87.4M
2%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $9.2M | 174,619 | 10.30% |
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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