Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > westlake village > FMB WEALTH MANAGEMENT
FMB WEALTH MANAGEMENT
100 N. Westlake Blvd., Suite 201
Westlake Village, California 91362
Tel: 805-446-4494
About FMB WEALTH MANAGEMENT
FMB WEALTH MANAGEMENT, formally registered with the SEC as FMB WEALTH MANAGEMENT. The firm was established in 11/08/2002. They have over 1 offices throughout the country.
FMB WEALTH MANAGEMENT is a Westlake Village, California based Financial Planning firm with nearly $451,712,421 assets under management, offering retirement planning & investment advisory services to 794 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122309 |
| SEC# | 801-61556 |
| Assets Managed by Firm | $451,712,421 |
| No. of Clients | 794 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 794 | $451,712,421 |
| Individuals (other than high net worth individuals) | 165 | $53,546,463 |
| High net worth individuals | 120 | $396,273,751 |
| Charitable organizations | Fewer than 5 clients | $1,822,207 |
| Corporations or other businesses | Fewer than 5 clients | $70,000 |
More Retirement Planning firms in Westlake Village, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Westlake Village, California