Investment adviser · CRD 164571
FMB RETIREMENT SERVICES
Investment adviser filing (IA)
WESTLAKE VILLAGE, CA, United States · Form ADV filed Mar 5, 2026
- Regulatory AUM
- $146M Form ADV · Item 5.F
- Client accounts
- 85 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 45 | $146,154,573 | 100.0% |
Filing source
Form ADV 2065592 · Mar 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 5, 2026. View historical filings
Reported services
Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
100 N. WESTLAKE BLVD. #201WESTLAKE VILLAGE, CA, 91362, United States
CRD 164571
Filing source
Form ADV 2065592 · Mar 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.