Frugal Financial Retirement Plan Services, LLC
Frugal Financial Retirement Plan Services, LLC is an SEC-registered ria with $194.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Frugal Financial Retirement Plan Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168390, SEC 801-125768, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $194.9M (2026-03-27)
- Firm type
- Ria
- Employees
- 4
- Clients
- 128
- CRD
- 168390
- Ownership
- DROBLYEN, ERIC, CHRISTOPHER; EMPLOYEE FIDUCIARY, LLC; EMPLOYEE FIDUCIARY HOLDING CORPORATION; CARPENTER, GREGORY, CLEVELAND; NICHOLAS, MARK, STEPHEN
How much AUM does Frugal Financial Retirement Plan Services, LLC have?
Frugal Financial Retirement Plan Services, LLC reported $194.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Frugal Financial Retirement Plan Services, LLC?
Disclosed owners and executives of Frugal Financial Retirement Plan Services, LLC include DROBLYEN, ERIC, CHRISTOPHER, EMPLOYEE FIDUCIARY, LLC, EMPLOYEE FIDUCIARY HOLDING CORPORATION, CARPENTER, GREGORY, CLEVELAND, NICHOLAS, MARK, STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.