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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FMB Retirement Services
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|---|---|
| CRD # | 164571 |
| SEC # | 801-76839 |
| CIK # | |
| AUM | $135.2 M (2025-03-13) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 805-446-4494 |
| Address | 100 N Westlake Blvd 201 Westlake Village, CA 91362 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 135.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 135.2 |
| By Discretionary | ||
| Discretionary | 52 | 135.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 52 | 135.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.2 | |
| Total | 52 | 135.2 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
FMB Wealth Management
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|
CA | 0.5 |
|
FMB Retirement Services
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|
CA | 0.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bolton Partners Investment Consulting Group Inc
✚
|
MD | 0.1 |
|
Foundational Retirement Solutions LLC
✚
|
0.1 | |
|
Mariana Investment Partners LLP
✚
|
0.1 | |
|
Stock Farm Partners LLC
✚
|
CA | 0.1 |
|
Eagle Point Defensive Income Management LLC
✚
|
CT | 0.1 |
|
Sygnus Capital PR LLC
✚
|
PR | 0.1 |
|
Onefund LLC
✚
|
FL | 0.1 |
|
Solpacific LLC
✚
|
MN | 0.1 |
|
Harmont Fixed Income LLC
✚
|
0.1 | |
|
Profit Investment Management LLC
✚
|
MD | 0.1 |