FMB RETIREMENT SERVICES
Westlake Village, United States · CRD 164571
SEC-registered investment adviser since 2012 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$146.2m
- Main clients (by assets)Pension plans 100%
- Websitefmbretirement.com
- Form ADV · 2026-03-05SEC adviser record
- Kindinstitutions
- Others nearbyThousand Oaks, CA
As an employer
- Staff (Form ADV)12 · 4 in investment roles
- Offices in1 country