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FIDELITY BANCORP FUNDING, INC.
FIDELITY BANCORP FUNDING, INC.
FIDELITY BANCORP FUNDING
SANTA ANA, California
·
2 registered advisors
·
CRD# 327530
SEC# 801-128641
0
714-908-5100
01
Firm Overview
AUM
$150M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at FIDELITY BANCORP FUNDING, INC.
2 registered advisors
Adam John Mikkelsen
SANTA ANA, California
CRD# 7779123
David Frosh
SANTA ANA, California
CRD# 7782089
05
Office Locations
SANTA ANA, California
2 advisors
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Data sourced from SEC Form ADV filings. FIDELITY BANCORP FUNDING, INC. (CRD# 327530) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.