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ARTIFEX FINANCIAL GROUP, LLC
CRD 140643 · SEC 801-112759
2305 FAR HILLS AVENUE, SUITE 206, OAKWOOD, OH, 45419, United States
Phone
855-752-6644
Fax
937-352-0218
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$328.7M
Discretionary AUM
$328.6M
Team
5 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $63.4M |
| High net worth individuals | 114 | $248.6M |
| Pension/profit sharing plans | 7 | $14.5M |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD