Fmb Retirement Services

$146.2MAssets under management
as of Mar 2026 · SEC Form ADV
Westlake Village, CA
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No one at Fmb Retirement Services has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $43M held · filed Mar 2024
Ascensus Broker Dealer Services, LLC
Per Form ADV · $22M held · filed Mar 2024
American Funds Distributors, Inc.
Per Form ADV · $15M held · filed Mar 2024
Planperfect, Inc.
Per Form ADV · $14M held · filed Mar 2024