FMB RETIREMENT SERVICES of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 164571). Regulatory assets under management: $146.2M.
Compensation: % of AUM.
Clients served: Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Fields James | PARTNER, DIRECTOR | New York, NY |
| Debra Annette Fields | PRESIDENT, CFO, PARTNER | — |
| Grant E Blindbury | DIRECTOR | — |
| David Ray Howerton | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |
| Jeremy James Fields | PARTNER, DIRECTOR | — |
| FIELDS THOMAS WILLON | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| FIELDS DEBRA ANNETTE | DIRECTOR, SECRETARY AND TREASURER; PRESIDENT, CFO, PARTNER | — |
| BLINDBURY GRANT E | DIRECTOR | — |
| MILLER EVAN ZACKARY | DIRECTOR | — |
| HOWERTON DAVID RAY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |