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Building 2FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC

Map pinSAINT PETERSBURG, FL
Phone727-258-4900
NotebookSEC #801-79894
Total AUM
$1.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11300 4TH STREET NORTH
SUITE 180
SAINT PETERSBURG
FL 33716
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
727-258-4900

ReceiptFinancials

Total AUM
$1.6M
Accounts
7
Discretionary
$1.4M
Accounts
6
Non-Discretionary
$202.9K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFL

HandshakeAffiliates

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

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