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Frugal Financial Retirement Plan Services, LLC

● SEC registered since 2022CRD 168390SEC# 801-125768Mobile, AL
Export (members)
Reg. AUM
$170.7M
Employees
2
Accounts
138
Location
Mobile, AL

Frugal Financial Retirement Plan Services, LLC assets under management

Frugal Financial Retirement Plan Services, LLC operates as an SEC-registered investment adviser based in Mobile, AL. The firm has been registered since 2022. It reports $170.7 million in regulatory assets under management and employs 2 people.

Frugal Financial Retirement Plan Services, LLC owners & executives

3 reported
NameTitleOwnershipSince
Employee Fiduciary, LLC ControlManaging MemberOver 75%2013
Eric Christopher Droblyen ControlManaging Director, Chief Compliance OfficerUnder 5%2013
Eric Christopher Droblyen ControlPartnerOver 75%2016

Frequently asked questions

How much does Frugal Financial Retirement Plan Services, LLC manage?

Frugal Financial Retirement Plan Services, LLC reports $170.7 million in regulatory assets under management on its Form ADV.

How many employees does Frugal Financial Retirement Plan Services, LLC have?

Frugal Financial Retirement Plan Services, LLC reports 2 employees.

Where is Frugal Financial Retirement Plan Services, LLC located?

Frugal Financial Retirement Plan Services, LLC is based in Mobile, AL and has been SEC-registered since 2022.

Does Frugal Financial Retirement Plan Services, LLC disclose fund performance?

Frugal Financial Retirement Plan Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address205 N. Conception St., Mobile, AL 36603
Phone727-324-4004
Office hours8:00 - 5:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$162.4M
Non-discretionary$8.4M
Total (RAUM)$170.7M