Assets Under Management
$110.5M
Number of Clients
338
Number of Advisors
2
Average Client AUM
$327K
AUM per Advisor
$55.2M
Compensation
Fee-Only (AUM)
Artesa Financial Group (AFG) offers wealth management services, including asset/liability planning, investment advice, asset allocation strategies, and portfolio construction recommendations. They utilize a risk-first methodology to understand investor concerns and market risks, providing solutions tailored to each client's financial circumstances.
Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, Conroe, TX, 77304