FMB Retirement Services
Financial Services • 
Thousand Oaks, California, United States • 1-10 Employees
Company overview
| Headquarters | 100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362, US |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Retirement Plans |
| Founded | 2012 |
| Employees | 1-10 |
Key Contact at FMB Retirement Services
Debbie Fields
Business Owner
FMB Retirement Services Email Formats
FMB Retirement Services uses 1 email format. The most common is {first name} (e.g., john@fmbwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@fmbwealth.com | 100% |
About FMB Retirement Services
FMB Retirement Services, an affiliate of FMB Wealth Management, is a boutique Retirement Services firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a comprehensive consulting process. We are a fee only company, specializing in long-term investment strategy and dynamic portfolio design. We only take new clients when we believe that we can add competitive value to those clients' financial situations. Primarily using passive, low-cost strategies for investments and a consultative and collaborative approach to investing, FMB Retirement Services strives to make a positive impact for our select clients. The consultative process identifies the specific challenges that clients face in reaching their goals and enables us to build a support plan designed to help overcome those issues. FMB Retirement Services’ clients are offered customized choices and solutions that can allow them to reach their goals and reinforce their values. These solutions are developed and delivered in close consultation with the clients as well as with other trusted advisors in a highly collaborative environment. In every aspect of our work, we make a commitment to provide competitive client service and strive to meet every client's highly individualized retirement needs.
FMB Retirement Services revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
FMB Retirement Services has never raised funding before.
FMB Retirement Services Tech Stack
Discover the technologies and tools that power FMB Retirement Services's digital infrastructure, from frameworks to analytics platforms.
Operating systems
Web servers
Analytics
Germany
United Kingdom
Kenya
Finland
Australia
Frequently asked questions
4.8
40,000 users
