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ARTIFEX ADVISORY GROUP, INC.
CRD 281588
2500 REGENCY PARKWAY, CARY, NC, 27518, United States
Phone
800-276-1377
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.9M
Discretionary AUM
$7.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $2.4M |
| High net worth individuals | 6 | $6.7M |
All web addresses on file
Official SEC filing: View on IAPD