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Doug + Kinsey - Financial Advisor in Dayton, OH

Paladin Research Report For:

Doug Kinsey

Artifex Financial Group, LLC

CDFA CFP®
2305 Far Hills Avenue
Dayton, OH 45419
855-752-6644
Visit Website
https://artifexfinancial.com

General Information

Firm Start Year
  • 2007
No. of Employees
  • 5-9
CRD#
  • 1223159
Firm CRD#
  • 140643
Name of Custodial Firm
  • TD Ameritrade Institutional, Folio Institutional and Betterment
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 12

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, Certified Divorce Financial Analyst(CDFA)
Financial Organization Memberships
  • National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients
  • 250
Firm's Number of Planning Clients
  • 200
Firm's Number of Managed Clients
  • 50
Assets Managed by Firm
  • $100,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts
  • $500,000

Disclosures

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Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1887031/paladinregistry-artifex-financial-group,-llc-detailed-disclosure

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