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David Frosh

FIDELITY BANCORP FUNDING, INC.·SANTA ANA, California
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1551 N. TUSTIN AVE #700, SANTA ANA, CA 92705CRD# 7782089Firm CRD# 327530
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About

David Frosh is a registered financial advisor based in SANTA ANA, California, affiliated with FIDELITY BANCORP FUNDING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
FIDELITY BANCORP FUNDING, INC.
FIDELITY BANCORP FUNDING
AUM
$150M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FIDELITY BANCORP FUNDING, INC. →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7782089
Firm CRD# 327530
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Frosh offer?
David Frosh specializes in Retirement Planning. Contact their office in SANTA ANA, California for a consultation.
What are David Frosh's credentials?
David Frosh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Frosh located?
David Frosh is based in SANTA ANA, California, working with FIDELITY BANCORP FUNDING, INC.. Their office serves clients in the SANTA ANA metropolitan area and surrounding communities.
How does David Frosh charge for services?
David Frosh's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDELITY BANCORP FUNDING, INC.?
FIDELITY BANCORP FUNDING, INC. has approximately 1 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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