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| Keyboard |
| FMB Retirement Services
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|---|---|
| CRD # | 164571 |
| SEC # | 801-76839 |
| CIK # | |
| AUM | 146.2 M (2026-03-05) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 805-446-4494 |
| Address | 100 N Westlake Blvd 201 Westlake Village, CA 91362 |
| Source | [IAPD] [Website] [Twitter] [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 | 45 | 146.2 |
| (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 | 85 | 146.2 |
| By Discretionary | ||
| Discretionary | 85 | 146.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 85 | 146.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.2 | |
| Total | 85 | 146.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
| Related Firms | State | AUM |
|---|---|---|
|
FMB Wealth Management
✚
|
CA | 615.7 M |
|
FMB Retirement Services
✚
|
CA | 146.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
VF Advisors LLC
✚
|
KY | 150.0 M |
|
Hundredfold Advisors LLC
✚
|
VA | 148.2 M |
|
FP Strategies LLC
✚
|
PR | 146.5 M |
|
Westbound Equity Management LLC
✚
|
CA | 146.2 M |
|
Collaborative Fund Advisors LLC
✚
|
NV | 144.8 M |
|
Monetta Financial Services Inc
✚
|
IL | 144.8 M |
|
Scenic Management LLC
✚
|
CA | 144.6 M |
|
Renaissance Capital LLC
✚
|
CT | 144.3 M |
|
ETNA Capital Management Company Limited
✚
|
143.3 M | |
|
Allstate Financial Advisors LLC
✚
|
NE | 142.4 M |