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 Q1 2019 included $128,566,000 in managed 13F securities and a top 10 holdings concentration of 66.55%. Mirsky Financial Management Corp.'s largest holding is iShares S&P 500 Value ETF with shares held of 137,326. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $128.566 Million
  • Prior Market Value $113.904 Million
  • New Purchases6 stocks
  • Additional Purchases11 stocks
  • Sold out of0 stocks
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 66.55 %
  • Turnover % [1]:16.67%
  • Turnover Alt % [2]: 12.33 %
  • Time Held Top20:0.80 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.83 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

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

Performance for Q4 2018: 2.02%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 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 - Recent Insider Transactions

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MIRSKY FINANCIAL MANAGEMENT CORP.

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
MIRSKY, DAVID, BRUCE PRESIDENT/CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ALLABASTION WEALTH ADVISORS, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2012-11-01
MIRSKY FINANCIAL MANAGEMENT CORP. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2012-12-01
SALAMONE, BERNARD, LAWRENCE EXECUTIVE VICE PRESIDENT 01/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRSKY FINANCIAL MANAGEMENT CORP. EXECUTIVE VICE PRESIDENT direct 2013-01-01

MIRSKY FINANCIAL MANAGEMENT CORP.

ownership team - last updated 2017-03-21
Name Title Start Date Direct/Indirect % Ownership
MIRSKY, DAVID, BRUCE PRESIDENT/CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ALLABASTION WEALTH ADVISORS, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2012-11-01
MIRSKY FINANCIAL MANAGEMENT CORP. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2012-12-01
SALAMONE, BERNARD, LAWRENCE EXECUTIVE VICE PRESIDENT 01/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRSKY FINANCIAL MANAGEMENT CORP. EXECUTIVE VICE PRESIDENT direct 2013-01-01

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