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Finmentum LLC

Finmentum LLC. CRD 339822

F

CRD: 339822

Finmentum LLC

ELK Grove, CA
9164309001
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Frontier emberQuantum
Established Date
12-23-2025
Office Locations
1

Office Locations

-- ELK Grove CA

About Finmentum LLC

Finmentum LLC is a ELK Grove-based RIA. The firm has been operating for 0 years. Managing $2.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.

Team overview

-- AVG AGE
$2.8M AVG AUM / ADVISOR
$399.0K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

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Asset Classes

Timber Harbor wave

Client Personas

Harbor

Custodian

Momentum ridge Delta

Investment Themes

Timber prime Radial optima

Investment Vehicles

Vertex vector

Services

Alpha meridian Optima matrix Oak Bridge focus Ember north Summit

Technology

Fusion timber Zenith focus

Owner & Executives

R

Ramy Ismail Hindiyeh

Chief Compliance Officer, Managing Member

CRD
#8195441
Ownership
75% or more
(426) 356-5364
frontier.matrix@elementcapital.com
in linkedin.com/in/horizon-foundation

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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 $2,793,008 --
Non-Discretionary $0 --
Total $2,793,008 --

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Separately Managed Accounts

Total SMA Asset: $2,793,008

$2.8M Total SMA
Public Funds:
47.8%
Cash:
29.5%
Equity - Exchange:
22.7%
Asset class Assets Assets %
Public Funds $3,498,718,268 47.8%
Cash $2,159,250,814 29.5%
Equity - Exchange $1,661,525,203 22.7%
Total $7,319,494,285 100.0%

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