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Building 2FMB RETIREMENT SERVICES

Map pinWESTLAKE VILLAGE, CA
Phone805-446-4494
NotebookSEC #801-76839
Total AUM
$146.2M
Employees
12
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 N. WESTLAKE BLVD. #201
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
805-446-4494

ReceiptFinancials

Total AUM
$146.2M
Accounts
85
Discretionary
$146.2M
Accounts
85
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
45
AUM
$146.2M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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