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FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC
CRD 168390 · SEC 801-125768
205 N. CONCEPTION ST., MOBILE, AL, 36603, United States
Phone
727-324-4004
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$194.9M
Discretionary AUM
$194.9M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 128 | $194.9M |
States served
AL, CA, CO, GA, IL, LA, MA, NY, VA, WA, TX, NH, FL
Official SEC filing: View on IAPD