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Artifex Financial Group

EST. AUM
$328,703,165

CONTACTS

CLIENT ACCOUNTS
967

Firm Details

Metro area Cincinnati
CRD Number 140643
Website artifexfinancial.com
Client types

Overview

Artifex Financial Group is an institutional wealth management and fee-only financial planning practice established in January 2007. Operating as a fiduciary under the NAPFA guidelines, the firm manages personalized capital allocations primarily utilizing low-load mutual funds, exchange-traded funds (ETFs), and selective private equity programs. Following its strategic acquisition by Soltis Investment Advisors, the firm coordinates its retail family office accounts and corporate 401(k) retirement consulting services through a unified national advisory platform.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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