Fmb Retirement Services
Fmb Retirement Services is an SEC-registered ria in Westlake Village, CA with $146.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Fmb Retirement Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164571, SEC 801-76839, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $146.2M (2026-03-05)
- Firm type
- Ria
- Location
- Westlake Village, CA
- Employees
- 12
- Clients
- 45
- CRD
- 164571
- Ownership
- FIELDS, THOMAS, WILLON; FIELDS, DEBRA, ANNETTE; BLINDBURY, GRANT, E; MILLER, EVAN, ZACKARY; HOWERTON, DAVID, RAY
How much AUM does Fmb Retirement Services have?
Fmb Retirement Services reported $146.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Fmb Retirement Services?
Disclosed owners and executives of Fmb Retirement Services include FIELDS, THOMAS, WILLON, FIELDS, DEBRA, ANNETTE, BLINDBURY, GRANT, E, MILLER, EVAN, ZACKARY, HOWERTON, DAVID, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.