Fuleihan, Camille, Farid
RIAState Registered
Total AUM
$16.9M
Discretionary
$0
0% of AUM
Avg account
$1.5M
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 129455
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.64%
- Individuals10.36%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fuleihan, Camille, Farid operates as a sole proprietorship and is classified as an independent Registered Investment Advisor (RIA). The firm primarily focuses on providing financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. It caters to a client base that consists of individuals and families, utilizing a fee structure based on a percentage of assets under management. The firm does not actively engage in ESG investing and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds20%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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