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FRISCH FINANCIAL GROUP, INC.
CRD 126524 · SEC 801-62300
445 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, 11747, United States
Phone
516-694-7900
Fax
516-694-7901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$931.6M
Discretionary AUM
$893.2M
Team
18 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 243 | $104.4M |
| High net worth individuals | 358 | $819.2M |
States served
CA, MA, NV, NJ, NY, NC, OK, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD