FMB RETIREMENT SERVICES
CRD 164571 · Source month: August 2026
Reported business facts
- CRD number
- 164571Reported in SEC monthly data
- Legal name
- FMB RETIREMENT SERVICESReported in SEC monthly data
- Regulatory assets under management
- $146,154,573.00Reported in SEC monthly data
- Employees
- 12Reported in SEC monthly data
- Employees performing advisory functions
- 4Reported in SEC monthly data
- Individual clients (other than high net worth)
- Not reportedObserved missing state
- High net worth individual clients
- Not reportedObserved missing state
- Banking or thrift institution clients
- Not reportedObserved missing state
- Investment company clients
- Not reportedObserved missing state
- Business development company clients
- Not reportedObserved missing state
- Other pooled investment vehicle clients
- Not reportedObserved missing state
- Pension and profit-sharing plan clients
- 45Reported in SEC monthly data
- Charitable organization clients
- Not reportedObserved missing state
- State or municipal government clients
- Not reportedObserved missing state
- Other investment adviser clients
- Not reportedObserved missing state
- Insurance company clients
- Not reportedObserved missing state
- Sovereign wealth fund or foreign official clients
- Not reportedObserved missing state
- Corporation or other business clients
- Not reportedObserved missing state
- Other clients
- Not reportedObserved missing state
Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.
Sources and verification
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