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Artesa Financial Group, LLC

● SEC registered since 2021CRD 153741SEC# 801-122111Conroe, TX
Export (members)
Reg. AUM
$110.5M
Employees
4
Accounts
590
Location
Conroe, TX

Artesa Financial Group, LLC assets under management

Artesa Financial Group, LLC is an investment advisory firm registered with the SEC based in Conroe, TX. The firm has been registered since 2021. It reports $110.5 million in regulatory assets under management and employs 4 people.

Artesa Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bobbi Jo Cannon ControlChief Financial Officer50-75%2021
Christy Ann Hayes ControlChief Compliance OfficerUnder 5%2016
Frank Edward Cannon ControlManaging Member50-75%2010

Frequently asked questions

How much does Artesa Financial Group, LLC manage?

Artesa Financial Group, LLC reports $110.5 million in regulatory assets under management on its Form ADV.

How many employees does Artesa Financial Group, LLC have?

Artesa Financial Group, LLC reports 4 employees.

Where is Artesa Financial Group, LLC located?

Artesa Financial Group, LLC is based in Conroe, TX and has been SEC-registered since 2021.

Does Artesa Financial Group, LLC disclose fund performance?

Artesa Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressCommonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, Conroe, TX 77304
Phone936-760-2215
Fax936-760-2216
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.5M
Non-discretionary$0
Total (RAUM)$110.5M