FMB RETIREMENT SERVICES
Tel: 805-446-4494 100 N. Westlake Blvd. #201 Westlake Village, California 91362
About FMB RETIREMENT SERVICES
FMB RETIREMENT SERVICES is a Westlake Village, California based financial advisory firm with nearly $120,741,257 in assets under management and provides investment advisory services for 82 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
164571
Firm SEC#:
801-76839
Assets Under Management:
$120,741,257
No. of Clients:
82
No. of Advisors:
8
Advisory Services Provided:
Portfolio management for businesses or institutional clients, Pesnsion consulting services
Fee Structure:
A percentage of AUM
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