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Building 2FMB WEALTH MANAGEMENT

Map pinWESTLAKE VILLAGE, CA
Phone805-446-4494
NotebookSEC #801-61556
Total AUM
$615.7M
Employees
12
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 N. WESTLAKE BLVD., SUITE 201
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
805-446-4494

ReceiptFinancials

Total AUM
$615.7M
Accounts
958
Discretionary
$615.7M
Accounts
958
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
199
AUM
$84.9M
HNW Individual Clients
125
AUM
$528.3M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$260.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMTORTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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