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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Frugal Financial Retirement Plan Services LLC
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|---|---|
| CRD # | 168390 |
| SEC # | 801-125768 |
| CIK # | |
| AUM | $170.7 M (2025-03-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 727-324-4004 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($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 | 138 | 170.7 |
| (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 | 138 | 170.7 |
| By Discretionary | ||
| Discretionary | 137 | 162.4 |
| Non-Discretionary | 1 | 8.4 |
| Total | 138 | 170.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.7 | |
| Total | 138 | 170.7 |
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|---|---|---|
|
Calvert Impact Advisory Services LLC
✚
|
MD | 0.2 |
|
Warrington Asset Management LLC
✚
|
TX | 0.2 |
|
Vericimetry Advisors LLC
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0.2 | |
|
Bradesco Global Advisors Inc
✚
|
FL | 0.2 |
|
GREE Capital Partners LLC
✚
|
CA | 0.2 |
|
Private Equity Thailand Co Ltd
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|
0.2 | |
|
Leonid Capital Partners LLC
✚
|
CA | 0.2 |
|
Millington Securities LLC
✚
|
NJ | 0.2 |
|
Unitas Capital PTE Ltd
✚
|
0.2 | |
|
Corporate Consulting Group Inc
✚
|
OK | 0.2 |