Artesa Financial Group, LLC is an adviser based in Conroe. It manages $71.12 million of regulatory assets for 548 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Louisiana, and Texas.
Artesa Financial Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Artesa Financial Group, LLC is $71.12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Artesa Financial Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Artesa Financial Group, LLC is owned by Bobbi Jo Cannon. Christy Ann Cannon joined the executive team most recently as the Chief Compliance Officer.
The principal office where Artesa Financial Group, LLC performs its advisory services is located at Commonwealth Centre, Conroe, TX 77304, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 936-760-2215 or by fax 936-760-2216. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at artesafinancialgroup.com.