ARTESA FINANCIAL GROUP, LLC
Legal name: ARTESA FINANCIAL GROUP
CRD #153741 SEC #801-122111 CONROE, TX 936-760-2215
SEC Registered
Total AUM
$110.5M
Discretionary
$110.5M
Employees
4
Clients
--
Accounts
590
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $110.5M | $110.5M | $0 | 4 | 0 |
| Mar 2024 | $94.8M | $94.8M | $0 | 4 | 0 |
| Sep 2023 | $92.9M | $92.9M | $0 | 5 | 0 |
| Mar 2023 | $92.9M | $92.9M | $0 | 5 | 0 |
| Mar 2022 | $110.7M | $110.7M | $0 | 5 | 0 |
| Jul 2021 | $108.8M | $108.8M | $0 | 4 | 0 |
| Jul 2016 | $71.1M | $71.1M | $0 | 5 | 26 |
| Jun 2016 | $71.1M | $71.1M | $0 | 5 | 26 |
| Jun 2016 | $71.1M | $71.1M | $0 | 5 | 26 |
| Jun 2016 | $71.1M | $71.1M | $0 | 5 | 26 |
| May 2016 | $71.1M | $71.1M | $0 | 5 | 26 |
| Mar 2016 | $71.1M | $71.1M | $0 | 5 | 26 |
| Aug 2015 | $94.7M | $94.7M | $0 | 5 | 26 |
| Feb 2015 | $94.7M | $94.7M | $0 | 5 | 26 |
| Mar 2014 | $92M | $92M | $0 | 5 | 26 |
| Apr 2013 | $102.3M | $102.3M | $0 | 6 | 600 |
| Mar 2013 | $102.3M | $102.3M | $0 | 6 | 600 |
| Nov 2012 | $105.7M | $105.4M | $290.5K | 5 | 600 |
| Jan 2012 | $105.7M | $105.4M | $290.5K | 6 | 600 |
| Mar 2011 | $97.4M | $97.4M | $0 | 10 | -- |
| Oct 2010 | $92.1M | $91.4M | $711K | 10 | -- |
| Jul 2010 | $0 | $0 | $0 | 10 | -- |
| Jun 2010 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$94.8M
Discretionary$94.8M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2016
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees5
Clients26
DateJun 2016
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees5
Clients26
DateJun 2016
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees5
Clients26
DateJun 2016
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees5
Clients26
DateMay 2016
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees5
Clients26
DateAug 2015
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees5
Clients26
DateFeb 2015
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees5
Clients26
DateApr 2013
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees6
Clients600
DateMar 2013
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees6
Clients600
DateNov 2012
Total AUM$105.7M
Discretionary$105.4M
Non-Disc.$290.5K
Employees5
Clients600
DateJan 2012
Total AUM$105.7M
Discretionary$105.4M
Non-Disc.$290.5K
Employees6
Clients600
DateMar 2011
Total AUM$97.4M
Discretionary$97.4M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$92.1M
Discretionary$91.4M
Non-Disc.$711K
Employees10
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--