FMB WEALTH MANAGEMENT - Financial Advisor in California, Westlake Village

Tel: 805-446-4494 100 N. Westlake Blvd., Suite 201 Westlake Village, California 91362

About FMB WEALTH MANAGEMENT

FMB WEALTH MANAGEMENT is a Westlake Village, California based financial advisory firm with nearly $451,712,421 in assets under management and provides investment advisory services for 794 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

122309

Firm SEC#:

801-61556

Assets Under Management:

$451,712,421

No. of Clients:

794

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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