F/M INVESTMENTS LLC

3050 K. St Nw
Suite 201
Washington, District of Columbia 20007
Tel: 202-839-4910

About F/M INVESTMENTS LLC

F/M INVESTMENTS LLC, formally registered with the SEC as F/M INVESTMENTS LLC. The firm was established in 06/28/2019. They have over 9 offices throughout the country.

F/M INVESTMENTS LLC is a Washington, District of Columbia based Financial Planning firm with nearly $12,845,275,039 assets under management, offering retirement planning & investment advisory services to 3530 clients. The firm is staffed with 67 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304405
SEC#	801-116853
Assets Managed by Firm	$12,845,275,039
No. of Clients	3530
No. of Advisors	67

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3530	$12,845,275,039
Individuals (other than high net worth individuals)	167	$51,429,851
High net worth individuals	809	$958,142,164
Pension and profit sharing plans	128	$1,900,692,767
Charitable organizations	73	$156,873,234
Other investment advisers	1747	$1,178,923,419
Corporations or other businesses	529	$3,446,192,636

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MISSIONSQUARE INVESTMENTS 777 North Capitol Street Ne Suite 600 Washington, DC, 20002-4240	$49,409,331,766	43	87
CALVERT RESEARCH AND MANAGEMENT 2050 M Street Nw, 2nd Floor Washington, DC, 20036	$38,423,403,142	1279	210
EIG MANAGEMENT COMPANY, LLC 600 New Hampshire Avenue N.W., Suite 1200 Washington, DC, 20037	$20,803,317,372	74	132
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