FMB RETIREMENT SERVICES
CRD #164571 SEC #801-76839 WESTLAKE VILLAGE, CA 805-446-4494
SEC Registered
Total AUM
$135.2M
Discretionary
$135.2M
Employees
11
Clients
--
Accounts
52
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $135.2M | $135.2M | $0 | 11 | 0 |
| Mar 2025 | $135.2M | $135.2M | $0 | 12 | 0 |
| Mar 2024 | $120.7M | $120.7M | $0 | 8 | 0 |
| Sep 2023 | $113.3M | $113.3M | $0 | 8 | 0 |
| Mar 2023 | $113.3M | $113.3M | $0 | 8 | 0 |
| Mar 2022 | $122.2M | $122.2M | $0 | 6 | 0 |
| Apr 2021 | $131.3M | $131.3M | $0 | 7 | 0 |
| Mar 2021 | $131.3M | $131.3M | $0 | 7 | 0 |
| Mar 2021 | $131.3M | $131.3M | $0 | 6 | 0 |
| Jun 2020 | $142.1M | $142.1M | $0 | 6 | 0 |
| Mar 2020 | $142.1M | $142.1M | $0 | 7 | 0 |
| Apr 2019 | $119M | $119M | $0 | 8 | 0 |
| Mar 2019 | $119M | $119M | $0 | 7 | 0 |
| Nov 2018 | $114.3M | $114.3M | $0 | 7 | 0 |
| Nov 2018 | $114.3M | $114.3M | $0 | 7 | 0 |
| Jul 2018 | $114.3M | $114.3M | $0 | 7 | 0 |
| Jul 2018 | $114.3M | $114.3M | $0 | 7 | 0 |
| Mar 2018 | $114.3M | $114.3M | $0 | 8 | 0 |
| Apr 2017 | $83.1M | $83.1M | $0 | 6 | 26 |
| Mar 2016 | $71.6M | $71.6M | $0 | 6 | 26 |
| Mar 2015 | $67.9M | $67.9M | $0 | 6 | 26 |
| Mar 2015 | $67.9M | $67.9M | $0 | 6 | 26 |
| Jun 2014 | $76.3M | $76.3M | $0 | 5 | 26 |
| Mar 2014 | $76.3M | $76.3M | $0 | 5 | 26 |
| Sep 2013 | $32.3M | $32.3M | $0 | 5 | 11 |
| Mar 2013 | $32.3M | $32.3M | $0 | 5 | 11 |
| Aug 2012 | $50M | $50M | $0 | -- | 0 |
| Jul 2012 | $50M | $50M | $0 | -- | 0 |
| Jul 2012 | $50M | $50M | $0 | -- | 0 |
| Jun 2012 | $50M | $50M | $0 | -- | 0 |
DateMar 2025
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees8
Clients0
DateApr 2017
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2015
Total AUM$67.9M
Discretionary$67.9M
Non-Disc.$0
Employees6
Clients26
DateMar 2015
Total AUM$67.9M
Discretionary$67.9M
Non-Disc.$0
Employees6
Clients26
DateJun 2014
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees5
Clients26
DateSep 2013
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees5
Clients11
DateMar 2013
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees5
Clients11
DateAug 2012
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees--
Clients0