FRISCH FINANCIAL GROUP, INC.

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Frisch Financial Group is based out of Melville. Frisch Financial Group is a large advisory firm with 449 clients and discretionary assets under management (AUM) of $367,883,978 (Form ADV from 2018-11-27). Their last reported 13F filing for Q4 2018 included $142,977,000 in managed 13F securities and a top 10 holdings concentration of 52.24%. Frisch Financial Group's largest holding is First Trust Managed Municipal ETF with shares held of 199,561. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.06%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FRISCH FINANCIAL GROUP, INC.
445 BROAD HOLLOW ROAD SUITE 215
MELVILLE NY    11747
Country: United States

Business Phone: 516-694-7900
Fax: 516-694-7901
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 13
Other Business Activities: ,TAX PREPARATION
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 69,377,000
Total Number of Clients: 449
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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FRISCH FINANCIAL GROUP, INC.

ownership team - last updated 2018-11-27
Name Title Start Date Direct/Indirect % Ownership
FRISCH, DAVID, ANDREW PRESIDENT / MANAGING PARTNER 06/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
PIERMONT FINANCIAL INC. CO-PRESIDENT direct 2001-01-01
FRISCH FINANCIAL GROUP, INC. PRESIDENT/MANAGING PARTNER direct 1999-06-01
FRISCH FINANCIAL GROUP, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-06-01
FRISCH FINANCIAL GROUP, INC. PRESIDENT direct 1999-06-01
FRISCH FINANCIAL GROUP, INC. PRESIDENT / MANAGING PARTNER direct 1999-06-01
STREITHORST, JOYCE, ANN CHIEF COMPLIANCE OFFICER / DIRECTOR OF FINANCIAL PLANNING 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
FRISCH FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER / DIRECTOR OF FINANCIAL PLANNING direct 2010-03-01
ISAACSON JOEL & CO., INC. TREASURER, DIRECTOR direct 1999-07-01 2002-03-27
FRISCH FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2010-03-01 2015-07-01
SACKS, JASON, MATTHEW PARTNER 12/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FRISCH FINANCIAL GROUP, INC. PARTNER direct 2010-12-01
FRISCH, HAROLD, SOL CHIEF FINANCIAL OFFICER 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
FRISCH FINANCIAL GROUP, INC. CHIEF FINANCIAL OFFICER direct 2003-01-01

FRISCH FINANCIAL GROUP, INC.

ownership team - last updated 2017-09-29
Name Title Start Date Direct/Indirect % Ownership
FRISCH, HAROLD, SOL CHIEF FINANCIAL OFFICER 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
FRISCH FINANCIAL GROUP, INC. CHIEF FINANCIAL OFFICER direct 2003-01-01
JACKSON, DENISE CHIEF OPERATING OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FRISCH FINANCIAL GROUP, INC. CHIEF OPERATING OFFICER direct 2011-01-01
SACKS, JASON, MATTHEW PARTNER 12/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FRISCH FINANCIAL GROUP, INC. PARTNER direct 2010-12-01
STREITHORST, JOYCE, ANN CHIEF COMPLIANCE OFFICER / DIRECTOR OF FINANCIAL PLANNING 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
FRISCH FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER / DIRECTOR OF FINANCIAL PLANNING direct 2010-03-01
ISAACSON JOEL & CO., INC. TREASURER, DIRECTOR direct 1999-07-01 2002-03-27
FRISCH FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2010-03-01 2015-07-01
FRISCH, DAVID, ANDREW PRESIDENT / MANAGING PARTNER 06/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
PIERMONT FINANCIAL INC. CO-PRESIDENT direct 2001-01-01
FRISCH FINANCIAL GROUP, INC. PRESIDENT/MANAGING PARTNER direct 1999-06-01
FRISCH FINANCIAL GROUP, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-06-01
FRISCH FINANCIAL GROUP, INC. PRESIDENT direct 1999-06-01
FRISCH FINANCIAL GROUP, INC. PRESIDENT / MANAGING PARTNER direct 1999-06-01

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