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Frugal Financial Retirement Plan Services LLC
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CRD # | 168390 |
SEC # | 801-125768 |
CIK # | |
AUM | $136.3 MM (2024-03-20) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 727-324-4004 |
Address | 1900 Iowa Avenue NE Saint Petersburg, FL 33703 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 | 140 | 136.3 |
(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 | 140 | 136.3 |
By Discretionary | ||
Discretionary | 139 | 129.4 |
Non-Discretionary | 1 | 6.9 |
Total | 140 | 136.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 136.3 | |
Total | 140 | 136.3 |
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OH | 0.1 |
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DCA Family Office LLC
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Foundational Retirement Solutions LLC
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Rayliant Investment Research
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CA | 0.1 |
Joseph Advisory Services LLC
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TX | 0.1 |
Community Development Fund Advisors LLC
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FL | 0.1 |
SRN Advisors LLC
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PA | 0.1 |
Change Finance PBC
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VA | 0.1 |