Frugal Financial Retirement Plan Services LLC

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Assets, Funds, Holdings

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Frugal Financial Retirement Plan Services LLC
CRD #168390
SEC #801-125768
CIK #
AUM $136.3 MM (2024-03-20)
Employees 2 (100% Investors, 0% Brokers)
Phone727-324-4004
Address1900 Iowa Avenue NE
Saint Petersburg, FL 33703
Source [IAPD] [Website]
Total AUM ($MM)
14011284562802009201420192025
AUM Breakdown Accounts AUM ($MM)
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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NY 0.1
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DCA Family Office LLC
CA 0.1
Foundational Retirement Solutions LLC
AK 0.1
Rayliant Investment Research
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Joseph Advisory Services LLC
TX 0.1
Community Development Fund Advisors LLC
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SRN Advisors LLC
PA 0.1
Change Finance PBC
VA 0.1
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