Overview
Assets Under Management: $790 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 296
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 296
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,625
Discretionary Accounts: 1,584
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 126524
Filing ID: 1963037
Last Filing Date: 2025-03-28 10:53:00
Website: https://frischfinancial.com