asset manager
F/m Investments
WASHINGTON, DC
CRD: 304405
In PWD coverage since August 21, 2026 · 4 stories
$17.7BRegulatory AUMSEC Form ADV · Aug 21
83EmployeesForm ADV
3Deals on our tracker
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Retirement managed accounts shift to adviser-controlled rails
Vanguard opens custom models to outside platforms, Pontera reaches held-away 401(k)s without custody, and SEI clears the back office with AI. The adviser's desktop is becoming the point of assembly for retirement capital.