$126.6M Total AUM
$126.6M Disc. AUM
-- 3Y CAGR
4 Employees
329 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2010
- Office Locations
- 1
Office Locations
Commonwealth Centre 2040 N. Loop 336 W. , Ste. 227 Conroe TX
About Artesa Financial Group
Artésa Financial Group is an independent, SEC-registered RIA in Conroe, TX serving individuals and families since 2001. The team provides wealth management, investment strategy and retirement income planning, often for retirees and business owners, building diversified portfolios using vehicles such as ETFs and mutual funds. Independent since 2010.
Team overview
-- AVG AGE
$63.3M AVG AUM / ADVISOR
$384.8K AVG AUM / CLIENT
10.8 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
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Asset Classes
Momentum eagle Harbor Focus Signal radial
Client Personas
Vertex oak Timber atlas
Custodian
Value harbor Zenith vertex Quantum
Investment Themes
Foundation
Investment Vehicles
Delta
Platform
Vertex zenith
Services
Delta Pioneer Pioneer unison Horizon insight Summit Vertex Wave summit
Owner & Executives
B
BOBBI JO CANNON
Chief Financial Officer, Project Manager
- CRD
- --
- Ownership
- 50% but less than 75%
(393) 915-1850
value.harbor@signalcapital.com
in linkedin.com/in/alpha-value
F
FRANK EDWARD CANNON II
Managing Member
- CRD
- #2974282
- Ownership
- 50% but less than 75%
(889) 888-3811
optima.signal@foundationcapital.com
in linkedin.com/in/ridge-summit
H
Horizon north
Element north ridge
- CRD
- #65122
- Ownership
- 47.3%
(247) 732-4906
optima.signal@fusioncapital.com
in linkedin.com/in/wave-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,615,003 | $208,936 |
| Non-Discretionary | $0 | -- |
| Total | $126,615,003 | $208,936 |
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Separately Managed Accounts
Total SMA Asset: $126,615,003
Public Funds:
27.8% Equity - Exchange:
19.8% Cash:
24.9% Municipal Bonds:
7.8% U.S. Government/Agency:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,398,943,983 | 27.8% |
| Equity - Exchange | $996,370,175 | 19.8% |
| Cash | $1,253,010,977 | 24.9% |
| Municipal Bonds | $392,509,463 | 7.8% |
| U.S. Government/Agency | $991,338,001 | 19.7% |
| Total | $5,032,172,599 | 100.0% |