# FM Financial Services

FM Financial Services is a RIA based in Pasadena.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pasadena
- **Assets under management:** Undisclosed
- **Website:** https://fmfinancialservices.com

## Regulatory record

- **CRD number:** 316893
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316893

## About

FM Financial Services is a national Health & Benefits and Retirement brokerage practice predominantly focused on Private Equity. The firm advises on health and welfare plans, retirement plans, and human resources support, including plan design, cost analysis, and mergers & acquisitions. Professionals at FM have worked with clients since the 1960s on managing health care and benefit costs, with an emphasis on EBITDA improvement and aligning benefit plans with organizational goals.

## Sectors

- Private Equity

## Questions

### Does FM Financial Services make direct investments or fund commitments?

No public information exists about the office's allocation between direct investments and fund commitments. Based on structuring norms for low-disclosure single-family offices, a hybrid model using external managers for public markets alongside selective private fund commitments is the most common configuration, but this has not been confirmed for this entity.

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Last updated: 2026-08-11T15:06:49.768Z

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