1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC

Map pinMOBILE, AL
Phone727-324-4004
NotebookSEC #801-125768
Total AUM
$194.9M
Employees
4
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 N. CONCEPTION ST.
MOBILE
AL 36603
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
727-324-4004

ReceiptFinancials

Total AUM
$194.9M
Accounts
128
Discretionary
$194.9M
Accounts
128
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pension/Profit Sharing Plan Clients
128
AUM
$194.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALCACOFLGAILLAMANHNYTXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account