Overview
Assets Under Management: $452 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 121
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.88
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 794
Discretionary Accounts: 794
Regulatory Filings
CRD Number: 122309
Last Filing Date: 2024-03-05 00:00:00
Website: https://fmbwealth.com