Barry Philip Julien
Investment adviser representative at F/m Investments LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$17.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Lido Advisors, LLCDec 2020 to now
- F/m Investments LLCNov 2020 to now
- F/m Acceleration LLCNov 2020 to now
- Oakhurst Capital ManagementNov 2020 to now
- First Western Capital Management CompanyApr 2010 to Dec 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
F/m Investments LLC
$17.7BAssets managed
5,780Clients
17Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1955144
- Firm CRD
- 304405