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Camriel Advisors

Camriel Advisors. CRD 333391

C

CRD: 333391

Camriel Advisors

Weed, CA
5304355339
www.camrieladvisors.com
$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Charles Schwab & Company
Clients
Retail
Platforms
CapitalOptima pioneer +more
Established Date
11-19-2024
Office Locations
1

Office Locations

-- Weed CA

About Camriel Advisors

Camriel Advisors is a California-registered, fee-only fiduciary RIA led by Sarah Maitre, CFA, CFP. The firm provides comprehensive planning and wealth managementrom an upfront written Financial Blueprint to ongoing planning and coordinated investment management with an emphasis on simplicityor professionals (30s50s), dual-income households, equity-comp recipients, and retirees. Fully virtual nationwide, intentionally limits clients, and has been featured in Bloomberg and ETF.com.

Team overview

-- AVG AGE
$4.4M AVG AUM / ADVISOR
$181.4K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Accredited Investors

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Asset Classes

Pathway delta Optima Horizon Unison Meridian legacy Optima eagle

Client Personas

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Custodian

Legacy legacy Timber

Investment Themes

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Investment Vehicles

Summit vertex Meridian

Services

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Technology

Ember bridge Vector capital Insight element

Owner & Executives

S

Sarah Mazal Maitre

Chief Compliance Officer, FINANCIAL PLANNER, FOUNDER

CRD
#7994926
Ownership
75% or more
(424) 442-9638
vertex.ridge@fusioncapital.com
in linkedin.com/in/pathway-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,352,864 --
Non-Discretionary $0 --
Total $4,352,864 --

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Separately Managed Accounts

Total SMA Asset: $4,352,864

$4.4M Total SMA
Public Funds:
29.1%
U.S. Government/Agency:
16.7%
Equity - Exchange:
31.9%
Cash:
22.3%
Asset class Assets Assets %
Public Funds $1,059,818,995 29.1%
U.S. Government/Agency $608,212,275 16.7%
Equity - Exchange $1,161,794,706 31.9%
Cash $812,163,697 22.3%
Total $3,641,989,673 100.0%

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