Overview
Assets Under Management: $790 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 296
Average Client Assets: $2 million
Frequently Asked Questions
FRISCH FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126524), FRISCH FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
FRISCH FINANCIAL GROUP, INC. is headquartered in MELVILLE, NY.
FRISCH FINANCIAL GROUP, INC. serves 296 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, FRISCH FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FRISCH FINANCIAL GROUP, INC. manages $790 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, FRISCH FINANCIAL GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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