MIRSKY FINANCIAL MANAGEMENT CORP.

HTTP://WWW.MIRSKYFINANCIAL.COM ROCHESTER, NY Investment Advisor How do I update this listing?

Mirsky Financial Management Corp. is based out of Rochester. Mirsky Financial Management Corp. is a large advisory firm with 224 clients and discretionary assets under management (AUM) of $146,778,883 (Form ADV from 2018-03-20). Their last reported 13F filing for Q4 2018 included $113,904,000 in managed 13F securities and a top 10 holdings concentration of 76.14%. Mirsky Financial Management Corp.'s largest holding is iShares S&P 500 Value ETF with shares held of 159,106. 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: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MIRSKY FINANCIAL MANAGEMENT CORP.
130C LINDEN OAKS
ROCHESTER NY    14625
Country: United States

Business Phone: (585) 264-1658
Fax: (585) 264-9502
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 224
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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