Frisch Financial Group, Inc.
● SEC registered since 2003CRD 126524SEC# 801-62300Melville, NY
Reg. AUM
$931.6M
Employees
18
Accounts
1,759
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 $931.6 million in regulatory assets under management and employs 18 people.
Frisch Financial Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Andrew Frisch Control | Chief Executive Officer / Shareholder | Over 75% | 1999 |
| Jason Matthew Sacks Control | President/Shareholder | 5-10% | 2010 |
| Joyce Ann Streithorst Control | Chief Compliance Officer / Shareholder | 5-10% | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Frisch Financial Group, Inc. manage?
Frisch Financial Group, Inc. reports $931.6 million in regulatory assets under management on its Form ADV.
How many employees does Frisch Financial Group, Inc. have?
Frisch Financial Group, Inc. reports 18 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
| Address | 445 Broad Hollow Road, Suite 215, Melville, NY 11747 |
| Phone | 516-694-7900 |
| Fax | 516-694-7901 |
| Office hours | 9:00 To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$931.6M▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$931.6Mregulatory AUM
Discretionary $893.2MNon-discretionary $38.3M