|
⚲
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| Frugal Financial Retirement Plan Services LLC
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|
|
|---|---|
| CRD # | 168390 |
| SEC # | 801-125768 |
| CIK # | |
| AUM | $194.9 M (2026-03-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 727-324-4004 |
| Address | 205 N Conception St Mobile, AL 36603 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 128 | 194.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 194.9 |
| By Discretionary | ||
| Discretionary | 128 | 194.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 128 | 194.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.9 | |
| Total | 128 | 194.9 |
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|---|---|---|
|
Gladowsky Capital Management Corp
✚
|
NY | 0.2 |
|
Calvert Impact Advisory Services LLC
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MD | 0.2 |
|
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NY | 0.2 |
|
Bright Path Sports Partners LLC
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XPV Management LLC
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|
Falcon Bridge Capital II LLC
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CA | 0.2 |
|
Variadic LLC
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NY | 0.2 |
|
M83 Investment Group LLC
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|
CA | 0.2 |
|
Calumet Capital Partners LLC
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|
FL | 0.2 |
|
PSG Credit GP LLC
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|
MD | 0.2 |