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FMB RETIREMENT SERVICES
CRD 164571 · SEC 801-76839
100 N. WESTLAKE BLVD. #201, WESTLAKE VILLAGE, CA, 91362, United States
Phone
805-446-4494
Fax
805-446-4499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.2M
Discretionary AUM
$146.2M
Team
12 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 45 | $146.2M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD