1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FRISCH FINANCIAL GROUP, INC.

Map pinMELVILLE, NY
Phone516-694-7900
NotebookSEC #801-62300
Total AUM
$931.6M
Employees
18
Clients
604

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
445 BROAD HOLLOW ROAD
SUITE 215
MELVILLE
NY 11747
United States
Operating Hours
9:00 TO 5:00 PM
Monday - Friday
Phone
516-694-7900
Other Offices
4

ReceiptFinancials

Total AUM
$931.6M
Accounts
1,759
Discretionary
$893.2M
Accounts
1,726
Non-Discretionary
$38.3M
Accounts
33

ContactClients

View more in analytics →

Individual Clients
243
AUM
$104.4M
HNW Individual Clients
358
AUM
$819.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.4M
Charitable Organization Clients
1
AUM
$4.5M
Corporation or Business Clients
1
AUM
$77.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNHNJNYOKPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account