Unclaimed Profile

David Frosh

FIDELITY BANCORP FUNDING, INC.·SANTA ANA, California

Clean recordFIDELITY BANCORP FUNDING, INC.

1551 N. TUSTIN AVE #700, SANTA ANA, CA 92705CRD# 7782089Firm CRD# 327530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Frosh · SANTA ANA, CA

Registration

CRD #7782089 · FIDELITY BANCORP FUNDING, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FIDELITY BANCORP FUNDING, INC.

FIDELITY BANCORP FUNDING

AUM

$150M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIDELITY BANCORP FUNDING, INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7782089

Firm CRD# 327530

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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