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Frisch Financial Group, Inc.

● SEC registered since 2003CRD 126524SEC# 801-62300Melville, NY
Export (members)
Reg. AUM
$789.7M
Employees
16
Accounts
1,625
Location
Melville, NY

Frisch Financial Group, Inc. assets under management

Frisch Financial Group, Inc. is an SEC-registered investment adviser based in Melville, NY. The firm has been registered since 2003. It reports $789.7 million in regulatory assets under management and employs 16 people.
www.frischfinancial.comView on SEC.gov ↗

Frisch Financial Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
David Andrew Frisch ControlChief Executive Officer / ShareholderOver 75%1999
Jason Matthew Sacks ControlPresident/Shareholder5-10%2010
Joyce Ann Streithorst ControlChief Compliance Officer / Shareholder5-10%2010
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Frequently asked questions

How much does Frisch Financial Group, Inc. manage?

Frisch Financial Group, Inc. reports $789.7 million in regulatory assets under management on its Form ADV.

How many employees does Frisch Financial Group, Inc. have?

Frisch Financial Group, Inc. reports 16 employees.

Where is Frisch Financial Group, Inc. located?

Frisch Financial Group, Inc. is based in Melville, NY and has been SEC-registered since 2003.

Does Frisch Financial Group, Inc. disclose fund performance?

Frisch Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address445 Broad Hollow Road, Suite 215, Melville, NY 11747
Phone516-694-7900
Fax516-694-7901
Office hours9:00 To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$746.7M
Non-discretionary$43M
Total (RAUM)$789.7M