FMB RETIREMENT SERVICES
SEC Form ADV profile.
Total regulatory AUM
$146,154,573
Discretionary
$146,154,573
Non-discretionary
$0
Firm details
- CRD number
- 164571
- SEC file number
- 801-76839
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTP://WWW.FMBRETIREMENT.COM
- Fee structure
-
Percentage of AUM
As of November 2026.