| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ray Howerton | Chief Compliance Officer, Chief Operations Officer | Under 5% | 2018 |
| Debra Annette Fields Control | President, Cfo, Partner | 50-75% | 2012 |
| Grant E Blindbury | Director | 10-25% | 2013 |
Fmb Retirement Services reports $135.2 million in regulatory assets under management on its Form ADV.
Fmb Retirement Services reports 11 employees.
Fmb Retirement Services is based in Westlake Village, CA and has been SEC-registered since 2012.
Fmb Retirement Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 N. Westlake Blvd. #201, Westlake Village, CA 91362 |
| Phone | 805-446-4494 |
| Fax | 805-446-4499 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $135.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $135.2M |