F
CRD: 129455
Fuleihan, Camille, Farid
Belmont, MA
6174890818
$16.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-29-2002
- Office Locations
- 1
Office Locations
-- Belmont MA
About Fuleihan, Camille, Farid
Fuleihan, Camille, Farid is a Belmont-based RIA. The firm has been operating for 23 years. Managing $16.9M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Retirement Plans.
Team overview
-- AVG AGE
$16.9M AVG AUM / ADVISOR
$991.8K AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Investment Themes
Matrix
Services
Capital Signal
Owner & Executives
C
CAMILLE FARID FULEIHAN
--
- CRD
- #2623823
- Ownership
- 75% or more
(219) 365-9244
matrix.legacy@catalystcapital.com
in linkedin.com/in/signal-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,861,299 | -- |
| Total | $16,861,299 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,861,299
Equity - Exchange:
48.2% U.S. Government/Agency:
9.7% Corporate - Investment Grade:
9.6% Cash:
32.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,686,796,309 | 48.2% |
| U.S. Government/Agency | $540,703,821 | 9.7% |
| Corporate - Investment Grade | $535,129,555 | 9.6% |
| Cash | $1,811,636,516 | 32.5% |
| Total | $5,574,266,201 | 100.0% |