FMB RETIREMENT SERVICES

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

About FMB RETIREMENT SERVICES

FMB RETIREMENT SERVICES, formally registered with the SEC as FMB RETIREMENT SERVICES. The firm was established in 07/18/2012. They have over 1 offices throughout the country.

FMB RETIREMENT SERVICES is a Westlake Village, California based Financial Planning firm with nearly $120,741,257 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164571
SEC#	801-76839
Assets Managed by Firm	$120,741,257
No. of Clients	82
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	82	$120,741,257
Pension and profit sharing plans	51	$120,741,257

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